Difference between revisions of "Communication"

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Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
 
Communication is a pivotal tool used everyday in your association to foster and maintain valuable relationships. ChamberMaster/GrowthZone offers the ability to communicate via email, SMS text, fax and print.
  
 +
=='''<span style="color:#800080">E-mail Setup'''</span>==
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----
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==='''<span style="color:#800080">Unsubscribe Options'''</span>===
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----
  
==E-mail Setup==
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An Internal Disclaimer message may be configured to include on all Mass Emails or ALL Emails that are sent from ChamberMaster/MemberZone. Included in the disclaimer is a link that will give your members the option to un-subscribe from emails.  
 
 
===Unsubscribe Options===
 
 
 
A Public Disclaimer message may be configured to include on all Mass Emails or ALL Emails that are sent from ChamberMaster. Included in the disclaimer is a link that will give your members the option to un-subscribe from emails.  
 
 
#Click '''Setup'''
 
#Click '''Setup'''
 
#Click '''General Options & Settings'''.
 
#Click '''General Options & Settings'''.
 
#Expand the '''Email Server Settings''' section and scroll to the '''Public Disclaimer'''.
 
#Expand the '''Email Server Settings''' section and scroll to the '''Public Disclaimer'''.
#:[[File:Public Disclaimer.JPG|center]]
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#:[[File:Internal Disclaimber2.JPG|800px|center]]
 
#:You may edit the message as desired, but the link to un-subscribe should not be altered.
 
#:You may edit the message as desired, but the link to un-subscribe should not be altered.
 
#'''Add Public Disclaimer to all Emails''' - select this option if you want to include the disclaimer on ALL emails generated through ChamberMaster.  This will include emails sent via Groups, Email to multiple members and individually sent emails. If no selection is made, then the public disclaimer will only be included on Mass emails.
 
#'''Add Public Disclaimer to all Emails''' - select this option if you want to include the disclaimer on ALL emails generated through ChamberMaster.  This will include emails sent via Groups, Email to multiple members and individually sent emails. If no selection is made, then the public disclaimer will only be included on Mass emails.
 
#'''Allow Unsubscribe from ALL Emails''' - select this option if you wish to allow recipients to un-subscribe from both mass emails and individual emails. NOTE: This would un-subscribe them from emails sent for billing purposes.
 
#'''Allow Unsubscribe from ALL Emails''' - select this option if you wish to allow recipients to un-subscribe from both mass emails and individual emails. NOTE: This would un-subscribe them from emails sent for billing purposes.
  
====Unsubscribing from Group Emails====
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===='''<span style="color:#800080">Managing Opt-outs'''</span>====
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----
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===='''<span style="color:#800080">Member - Unsubscribing from Group Emails'''</span>====
 +
----
  
When a mass email is sent to a group, clicking the link in the public disclaimer they will allow them to continue to receive emails for the group, opt-out of the group emails (NOTE: If the group has been configured to dis-allow opt-outs, they will be prompted to contact your organization), or to join additional groups.
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When a mass email is sent to a group, clicking the link in the disclaimer will allow the recipient to continue to receive emails for the group, opt-out of the group emails (NOTE: If the group has been configured to dis-allow opt-outs, they will be prompted to contact your organization), or to join additional groups.
  
 
[[File:Email Subscriptions Mass.JPG|center]]
 
[[File:Email Subscriptions Mass.JPG|center]]
  
====Unsubscribing from Mass Emails====
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====='''<span style="color:#800080">Member - Unsubscribing from Mass Emails'''</span>=====
 +
----
  
 
A mass email (by definition an email sent to more than one person) may be sent through the communications tab, by selecting '''Email to Multiple Members''', or it may be created when sending Event Invites, etc. The public disclaimer will be included on these emails, and the recipient will have the ability to opt-out of all mass emails, subscribe to other lists, or continue to receive emails.  '''Note''': The recipient would continue to receive emailed billing transactions and any other emails sent to them individually.
 
A mass email (by definition an email sent to more than one person) may be sent through the communications tab, by selecting '''Email to Multiple Members''', or it may be created when sending Event Invites, etc. The public disclaimer will be included on these emails, and the recipient will have the ability to opt-out of all mass emails, subscribe to other lists, or continue to receive emails.  '''Note''': The recipient would continue to receive emailed billing transactions and any other emails sent to them individually.
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[[File:Email Sub 2.JPG|center]]
 
[[File:Email Sub 2.JPG|center]]
  
====Unsubscribing from '''ALL''' Emails====
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====='''<span style="color:#800080">Member - Unsubscribing from ALL Emails'''</span>=====
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----
  
 
If you have selected '''Allow Unsubscribe from ALL Emails''' and included the public disclaimer on all emails, the recipient will have the ability to un-subscribe from all email communication whether sent from a group, a mass email (such as event invitations) or individually. This will include billing related emails.
 
If you have selected '''Allow Unsubscribe from ALL Emails''' and included the public disclaimer on all emails, the recipient will have the ability to un-subscribe from all email communication whether sent from a group, a mass email (such as event invitations) or individually. This will include billing related emails.
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[[File:Email Sub 3.JPG|center]]
 
[[File:Email Sub 3.JPG|center]]
  
'''NOTE:''' The Email Notifications (Additional Setting for Staff Admin) under Association Employees/Reps will be sent whether the member elects to unsubscribe from mass emails or all emails. The email sent to staff indicates what type of unsubscribe it was (Mass or All). 
 
  
====Resubscribing Members====
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{| class="wikitable"
 +
|-
 +
|
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[[File:Smallest.png|25px]]
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| style="width: 100%"| '''NOTE:''' The Email Notifications (Additional Setting for Staff Admin) under Association Employees/Reps will be sent whether the member elects to unsubscribe from mass emails or all emails. The email sent to staff indicates what type of unsubscribe it was (Mass or All).
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|}
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===='''<span style="color:#800080">Staff- Re-subscribing Members'''</span>====
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----
  
 
A member's subscription status is indicated by the [[File:Opt out icon 2.JPG]] icon through-out the software:
 
A member's subscription status is indicated by the [[File:Opt out icon 2.JPG]] icon through-out the software:
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[[File:Email Unsubscribed.JPG|center]]
 
[[File:Email Unsubscribed.JPG|center]]
  
=====Manage Unsubscribed Emails Report=====
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===='''<span style="color:#800080">Manage Unsubscribed Emails Report'''</span>====
 
+
----
 
You can view a list of all members who have unsubscribed from emails, and resubscribe them from the '''Manage Unsubscribed Email''' report.
 
You can view a list of all members who have unsubscribed from emails, and resubscribe them from the '''Manage Unsubscribed Email''' report.
  
 
#Click '''Communications''' in the left-hand menu.
 
#Click '''Communications''' in the left-hand menu.
 
#Click '''Manage Unsubscribed Emails''' in the '''Monitor and Manage Communication''' section.
 
#Click '''Manage Unsubscribed Emails''' in the '''Monitor and Manage Communication''' section.
#:[[File:Unsubsribed Report.JPG|center]]
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#:[[File:Unsubsribed Report.JPG|800px|center]]
  
 
To resubscribe a member:
 
To resubscribe a member:
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#A list of the the groups the rep belongs to will be displayed allowing you to resubscribe.
 
#A list of the the groups the rep belongs to will be displayed allowing you to resubscribe.
  
==Communication Basics==
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====Staff - Enter Email Opt-Out requests on behalf of your members====
  
Letters, labels, faxes and emails may be created and sent from the software. Letters and faxes are created by selecting Form Letters in the Communications module which is used to create mass mailings, send faxes, or send communication out by preferred delivery method.
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If a member calls in and asks to be removed from all emails, you can now enter the opt-out selection for them. Access '''Communication''' &#10141; '''Manage Unsubscribed Emails''' and select '''Manage Subscriptions'''. You may also opt a member '''BACK-IN''' if they desire.
  
Emails may be sent from many different places in the software - anywhere you find the email editor:
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Also available under that selection you'll find a list of all unsubscribed email addresses where you may click the email address and deselect the '''Opt-Out''' checkbox for any selection where the email address should be re-subscribed (a feature that has been available for quite some time already).
  
*Members Module
 
**General Tab
 
**Reps Tab
 
**Communications Tab
 
**Email icon on the tool bar
 
*Communications Module
 
**New Email to Multiple Members
 
**Email Member
 
**Form Letters
 
*Events Module
 
**Sponsor Tab
 
**Guest List Tab
 
  
==Email Sending Options==
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<html><img src="https://supportwiki.micronetonline.com/images/c/ca/Unsubscribe0115.jpg" style="width:600px" /></html>
Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 
:#Using ChamberMaster/GrowthZone's built in email tool.
 
:#Using Microsoft Outlook (if installed on your computer).
 
  
::[[File:Emails Letters and Mailing Lists-Email Sending Options-Communication.1.003.1.jpg]]
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==='''<span style="color:#800080">Email Relay Service'''</span>===
 +
----
  
Depending on your needs, you may choose to send some email directly from ChamberMaster/GrowthZone and some from Microsoft Outlook. Each method has its own strengths.
+
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
  
====Advantages to Sending Email with ChamberMaster/GrowthZone====
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[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg|center]]
*Easy access if already logged in
 
*Gives access to current addresses in your database
 
*Ability to create “mail merge” emails
 
*Ability to embed attachments as links
 
*Ability to use templates
 
*Ability to schedule the email for future delivery (for users of the Plus edition or greater)
 
  
====Advantages to Sending Email with Outlook====
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In the example above this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
*Access to additional email addresses not in your database
 
*May add additional CCs and BCCs
 
*Familiarity
 
  
Both methods of sending email will record in the Communication History. See [[View_History_Communication_History | Recording Communication History]] for more information.
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Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions  
 
 
'''Note: '''This selection will open whatever the email program is set as the default for your web browser. Whatever email program opens when you click on a “mailto” link is the email program that will be used when you click Email with Outlook.
 
 
 
[[Category: Communication]]
 
 
 
====Archive emails (record) in the database even when not logged in====
 
 
 
In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
 
 
 
[[Image:Emails_Letters_and_Mailing_Lists-Archive_emails_(record)_in_the_database_even_whe-Communication.1.004.2.jpg|center]]
 
 
 
In the example above this email will be recorded on the member record that has the email address of Joshua.johnson@gvpiping.com
 
 
 
Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions  
 
  
 
[[File:Relay service.JPG|center]]
 
[[File:Relay service.JPG|center]]
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*In cases where two reps with identical email address belong to two different  members, the archived email will still go to the unmatched archive email list.
 
*In cases where two reps with identical email address belong to two different  members, the archived email will still go to the unmatched archive email list.
  
==Quick Guide to Sending an Email==
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{| class="wikitable"
Send an email from the software  
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|-
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|
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[[File:One Row.png|25px]]
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| style="width: 100%"| '''Caution''': The archive@ email address should only be included in the bcc line when you are using outlook outside of ChamberMaster/MemberZone. If you are selecting the '''Edit with Outlook''' option from within the software, it is not necessary to include. If you do include in the bcc, the system will attempt to "double-archive" which will result in an error indicating the message has not been received, when it actually may have.
 +
|}
  
#Locate one of the screens mentioned in '''Communication Basics''' and click the email selection.
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=='''<span style="color:#800080">Email Sending Options'''</span>==
#If applicable, select '''Email with ChamberMaster'''
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----
#If sending from the  Communication  module using  New Email to Multiple Members  or  Form Letters, you will need to select the desired recipients first</span>.
 
#Create the email and click '''Send Email Now'''  or '''Send Email Later''' (Available only for those with Plus or greater edition).
 
#ChamberMaster  will send the email immediately or at the scheduled time and record it on the '''Communication'''  tab of the member’s record.
 
  
'''Note''': All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.  
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Once email recipients are selected in ChamberMaster/GrowthZone, there are two methods of sending the email.
 +
:#Using ChamberMaster/GrowthZone's built in email tool.
 +
:#Using Microsoft Outlook (if installed on your computer).
  
Send an email using your own email program but through the software
+
Depending on your needs, you may choose to send some email directly from ChamberMaster/GrowthZone and some from Microsoft Outlook. Each method has its own strengths.
#Locate one of the screens mentioned in '''Communication Basics'''  that is marked with an * (asterisk) and click the email selection.
 
#Select '''Email with Outlook'''.
 
#If sending from the '''Communication'''  module using '''New Email to Multiple Members''', you will need to select the desired recipients first.
 
#Create the email using features and selections from your own email program and send the email.
 
  
ChamberMaster will automatically record the email on the '''Communication''' tab of the member’s record. Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history.  Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.
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==='''<span style="color:#800080">Advantages to Sending Email with ChamberMaster/MemberZone'''</span>===
 +
----
 +
*Easy access if already logged in
 +
*Gives access to current addresses in your database
 +
*Ability to create “mail merge” emails
 +
*Ability to embed attachments as links
 +
*Ability to use templates
 +
*Ability to schedule the email for future delivery (for users of the Plus edition or greater)
 +
==='''<span style="color:#800080">Advantages to Sending Email with Outlook'''</span>===
 +
----
 +
*Access to additional email addresses not in your database
 +
*May add additional CCs and BCCs
 +
*Familiarity
  
'''NOTES:'''
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Both methods of sending email will record in the Communication History. See [[View_History_Communication_History | Recording Communication History]] for more information.
*Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available. Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected. 
+
 
*The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message. ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages. See '''Adding an Attachment'''.
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{| class="wikitable"
*Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module.  The total communication size is calculated as: number of recipients  x  (message size + attachment size) = total communication size.
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|-
*The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient
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|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' This selection will open whatever the email program is set as the default for your web browser. Whatever email program opens when you click on a “mailto” link is the email program that will be used when you click Email with Outlook..  
 +
|}
 +
=='''<span style="color:#800080">Archive emails (record) in the database even when not logged in'''</span>==
 +
----
  
===Send a Mass Email===
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In Outlook (or whatever email program you use), include your association's unique archive address as a BCC.  The software will receive the email, and look at the address sent/replied to and place it on the communication history of the associated member. Emails with addresses that are not recognized will still be archived but placed under '''Communication -> Manage Unmatched Archive Emails''' where you can go to view and manually match them to the appropriate member.
  
#Click '''Communication''' in the left-hand menu.
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See '''[[Communication#Email_Relay_Service|Email Relay Service]]''' for information on finding your association's domain address.
#Click '''New Email to Multiple Members'''.
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Find your association’s domain address under the '''Email Server Settings''' section under '''Setup -> General Options and Settings'''.'''NOTE:''' Must be logged in with Administrator permissions
#:[[File:Choose Email Recipients.JPG|center]]
 
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
 
#Note any details of the email addresses displayed:
 
#:*'''Invalid email addresses have been quarantined'''. This provides you with a notification that invalide emails address were found in your database. You can click on the '''View Quarantined Emails''' link to view a list of the invalid email addresses.
 
#:*'''Contact has no email address''' - if this notification is displayed, you may click on '''<<edit address>>''' in the Email Recipients list to add the email address '''OR''' click the '''remove''' link to remove the recipient from the list.
 
#:*'''Email occurs multiple times''' - if this notification is displayed, you can click the '''remove''' link to remove the duplicates from the email recipients list.
 
#Click '''Edit with ChamberMaster''' or '''Edit with Outlook''' (if you wish to send this email using your own email program)
 
#Compose the email message.
 
#Click '''Send Email Now''' or '''Send Email Later''' (Available only for those with ChamberMaster Plus).
 
  
===Schedule an Email===
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=='''<span style="color:#800080">Communication Tasks'''</span>==
''Available only for those with ChamberMaster Plus or greater''
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----
  
#Locate one of the screens mentioned in '''Communication Basics'''  and click the email selection.  
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A Task may be selected when sending an email or creating a Communication entry. It identifies (for internal use) the subject or category of the correspondence that is being created. All communication may be filtered by Task to view communication across all members that relate to one task.
#If applicable, select '''Email with ChamberMaster'''.
 
#If sending from the '''Communication''' module using '''New Email to Multiple Members''' or '''Form Letters''', you will need to select the desired recipients first.
 
#Create the email and click '''Send Email Later'''.
 
#Select the desired date and time for the email to be sent.
 
#:[[Image:Sched Email Delivery Options.JPG|center]]
 
#Click '''Schedule'''.
 
#Click '''OK'''.  
 
  
ChamberMaster will send the email at the scheduled time and record it on the '''Communication''' tab of the member’s record.
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==='''<span style="color:#800080">Add a New Communication Task'''</span>===
 +
----
  
To view the scheduled email to edit or delete, click '''Communication''' in the left hand menu, and click '''Manage Scheduled Email Messages'''.  
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#Click '''Setup''' in the left-hand navigation panel.
 +
#Click '''Correspondence Categories''' in the '''Member Options''' section.
 +
#:[[File:Correspondance Cats.jpg|800px|center]]
 +
#Enter '''New Category Name''' for your new task.
 +
#Click '''Add Category'''.
  
====Edit the content or change time of scheduled email====
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{| class="wikitable"
 +
|-
 +
|
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[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' You can also create new tasks/categories "on the fly" from any members communication tab by clicking on the '''Tasks/Categories''' hyper-link in the '''Member Correspondence''' section.
 +
|}
  
#Click '''Communication''' in the left hand menu.
 
#Click '''Manage Scheduled Email Messages'''.
 
#:[[Image:Sched Email Report.JPG|center]]
 
#Click '''Edit''' to edit the content or change the delivery time.
 
  
====Delete a scheduled email====
+
==Quick Guide to Sending an Email==
#Click '''Communication''' in the left hand menu.
+
Send an email from the software
#Click '''Manage Scheduled Email Messages'''.
 
#:[[Image:Sched Email Report.JPG|center]]
 
#Click '''Delete''' to remove the email from the delivery schedule.
 
  
If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click Delete.  If you wish to schedule or send the email now, click Edit.  Make desired changes and either Send Email Now or Send Email Later.  If the error message continues to appear after attempting to re-send, contact support@growthzone.com
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#Locate one of the screens mentioned in '''Communication Basics''' and click the email selection.
 
+
#If applicable, select '''Email with ChamberMaster'''
====View Past Scheduled Emails====
+
#If sending from the Communication  module using  New Email to Multiple Members  or  Form Letters, you will need to select the desired recipients first</span>.  
 +
#Create the email and click '''Send Email Now'''  or '''Send Email Later''' (Available only for those with Plus or greater edition).
 +
#ChamberMaster will send the email immediately or at the scheduled time and record it on the '''Communication'''  tab of the member’s record.  
 +
 
 +
'''Note''': All emails sent from ChamberMaster/MemberZone are sent BCC to the recipients.
  
You may view emails that have been scheduled to ensure that they actually were scheduledIf you’d like to reschedule the email, you may do that here as well.
+
Send an email using your own email program but through the software
 +
#Locate one of the screens mentioned in '''Communication Basics'''  that is marked with an * (asterisk) and click the email selection.
 +
#Select '''Email with Outlook'''.  
 +
#If sending from the '''Communication''' module using '''New Email to Multiple Members''', you will need to select the desired recipients first.
 +
#Create the email using features and selections from your own email program and send the email.
  
#Click '''Communication''' in the left hand menu.
+
ChamberMaster will automatically record the email on the '''Communication''' tab of the member’s record. Emails sent in this manner will be sent to the -selected recipients as BCC recipients. You may add your own personal CCs or BCCs as desired. This email will be recorded on the members’ communication history. Initial replies from the recipients will also be recorded as long as nothing is changed in the email header such as the Send to:, Subject line etc. Consider the record of the reply as a bonus and not something that can be relied on.
#Click '''Manage Scheduled Email Messages'''.
 
#Click the '''Past Scheduled Emails''' tab.
 
  
===Send Communication by Delivery Preference===
+
'''NOTES:'''
 +
*Due to email size limitations imposed by many ISPs in battling spam, the email editor displays an email content size indicator that updates as you type.  It also displays the maximum email size left available.  Since email addresses also use some available byte size, ChamberMaster determines this maximum remaining email size after addressees have been selected. 
 +
*The recommended method of sending documents to your members is by linking to them within the body of the email rather than by appending them to your email message.  ChamberMaster provides unlimited storage space for any documents which you would like to upload and link to in your email messages. See '''Adding an Attachment'''.
 +
*Note that ChamberMaster limits both the individual attachment size and the total communication size for email messages sent via the communication module.  The total communication size is calculated as: number of recipients  x  (message size + attachment size) = total communication size.
 +
*The primary factor in staying under the size limits is the number of recipients to whom you are sending the message.  This means that "in a pinch", dividing the recipient
  
A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the '''Preferred communication''' type Communication -> Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.
+
===Send a Mass Email===
If addressees are selected as individual reps (by choosing the selections in the '''Add Representatives''' section) the preference as specified on their '''Reps''' tab in the '''Contact Preference''' field will be used. If addressees are selected as member companies (by choosing the selections in the '''Add Members'''  section) the preference will be determined automatically according to the information specified on their '''General''' tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ '''How is the Contact Preference Used''' on the Reps tab?
 
  
#Click '''Communication''' in the left-hand menu.  
+
#Click '''Communication''' in the left-hand menu.  
#Click '''Form Letters'''.
+
#Click '''New Email to Multiple Members'''.
#:[[File:Choose Contacts.JPG|center]]
+
#:[[File:Choose Email Recipients.JPG|center]]
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. *Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
+
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
#Select '''Preferred Communication Type''' as the way to '''Distribute By:'''
+
#Note any details of the email addresses displayed:
#If applicable, click remove next to those identified under '''Preferred Communication Type''' as having no contact info, duplicate, or invalid info.  
+
#:*'''Invalid email addresses have been quarantined'''. This provides you with a notification that invalide emails address were found in your database. You can click on the '''View Quarantined Emails''' link to view a list of the invalid email addresses.
#Click '''Continue''' and compose the content of the letter.  
+
#:*'''Contact has no email address''' - if this notification is displayed, you may click on '''<<edit address>>''' in the Email Recipients list to add the email address '''OR''' click the '''remove''' link to remove the recipient from the list.
#*'''Step 1 - Create Mailings''' - this allows you to create print letters. 
+
#:*'''Email occurs multiple times''' - if this notification is displayed, you can click the '''remove''' link to remove the duplicates from the email recipients list.
#**Click '''Print Letters''', choose your '''Print Options selections and click '''Continue''' to print your letters.
+
#Click '''Edit with ChamberMaster''' or '''Edit with Outlook''' (if you wish to send this email using your own email program)
#**Close the letter-printing windows and return to the letter composition window.
+
#Compose the email message.
#(Optional) Click '''Print Labels''' and complete the '''Mailing Label Options''' selections and click '''Continue'''.
+
#Click '''Send Email Now''' or '''Send Email Later''' (Available only for those with ChamberMaster Plus).
#Close the label-printing windows and return to the letter composition window.
 
#Click '''Continue>>Faxes'''
 
#*'''Step 2 - Faxes''' - this allows you to fax the letter to those whose preference is to receive communications via fax.
 
#:'''NOTE''': Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like ''WinFax Pro''.  ChamberMaster also supports a number of Internet Fax services.  Contact support@growthzone.com to see if your provider is supported.
 
#**Make any modifications to the fax output.
 
#**Click '''Print Fax Content'''. Read more information on fax output options.
 
#**Close the print fax content windows and return to the letter composition window.
 
#Click '''Continue>>Emails'''.
 
#*'''Step 3 - Emails''' - this allows you to email the letter to those whose preference is to receive communications via email.
 
#**Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired.  
 
#**Click '''Send Email'''.
 
  
===Send Communication Based on Custom Report Criteria===
+
{| class="wikitable"
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04EB0HA">Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.</span></div>
+
|-
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03EB0HA">For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees.  After displaying the results of your custom criteria selections, select </span><span style="font-weight: bold;">Create a Group</span>, type a <span style="font-weight: bold;">Group Name</span>, and select <span style="font-weight: bold;">Submit</span>.  The next screen will give the option <span style="font-weight: bold;">to Contact Members</span>.</div>
+
|
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02EB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_Based_on_Custom_Report_Criter-Communication.1.013.1.jpg]]</span></div>
+
[[File:Smallest.png|25px]]
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01EB0HA">Figure 1-9a Create a group from Custom Report criteria</span></div>
+
| style="width: 100%"| '''NOTE:''' If you choose to send a copy to yourself, an attachment will be automatically included with the names/emails of all recipients. This attachment is only sent to you, not the recipients. With that in mind, be cautious if forwarding the mail to others.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZEB0HA">See “</span><span style="font-family: Calibri; font-size: 11pt;">Create a Group from Custom Criteria</span>” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.</div>
+
|}
  
[[Category:Communication]]
+
===Schedule an Email===
 +
''Available only for those with ChamberMaster Plus or greater''
  
==Creating a Letter==
+
#Locate one of the screens mentioned in '''Communication Basics'''  and click the email selection.
<div style="margin-left: 18pt;">
+
#If applicable, select '''Email with ChamberMaster'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#If sending from the '''Communication''' module using '''New Email to Multiple Members''' or '''Form Letters''', you will need to select the desired recipients first.
      <tr valign="baseline">
+
#Create the email and click '''Send Email Later'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#Select the desired date and time for the email to be sent.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XEB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
#:[[Image:Sched Email Delivery Options.JPG|center]]
      </tr>
+
#Click '''Schedule'''.  
    </table>
+
#Click '''OK'''.
  </div>
+
 
  <div style="margin-left: 18pt;">
+
ChamberMaster will send the email at the scheduled time and record it on the '''Communication'''  tab of the member’s record.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
To view the scheduled email to edit or delete, click '''Communication''' in the left hand menu, and click '''Manage Scheduled Email Messages'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WEB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
====Edit the content or change time of scheduled email====
      </tr>
+
 
    </table>
+
#Click '''Communication''' in the left hand menu.
  </div>
+
#Click '''Manage Scheduled Email Messages'''.
  <div style="margin-left: 18pt;">
+
#:[[Image:Sched Email Report.JPG|center]]
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Edit''' to edit the content or change the delivery time.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
====Delete a scheduled email====
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VEB0HA">Select the desired recipients</span></span>.</div></td>
+
#Click '''Communication''' in the left hand menu.
      </tr>
+
#Click '''Manage Scheduled Email Messages'''.
    </table>
+
#:[[Image:Sched Email Report.JPG|center]]
  </div>
+
#Click '''Delete''' to remove the email from the delivery schedule.  
  <div style="margin-left: 18pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
If the email scheduler is not successful in sending the email to the email server, you will see a message next to the failed message “Scheduled delivery failed, please reschedule.”  If you have taken care of sending the email through another means, click Delete.  If you wish to schedule or send the email now, click Edit.  Make desired changes and either Send Email Now or Send Email Later.  If the error message continues to appear after attempting to re-send, contact support@growthzone.com
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
====View Past Scheduled Emails====
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UEB0HA">Select </span><span style="font-weight: bold;">Mail Only </span>as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
 
      </tr>
+
You may view emails that have been scheduled to ensure that they actually were scheduled.  If you’d like to reschedule the email, you may do that here as well.
    </table>
+
 
  </div>
+
#Click '''Communication''' in the left hand menu.
  <div style="margin-left: 18pt;">
+
#Click '''Manage Scheduled Email Messages'''.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click the '''Past Scheduled Emails''' tab.
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
===='''<span style="color:#800080">Send an Email using an Email Template'''</span>====
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TEB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Mail Only</span> as having no contact info, duplicate addresses, or invalid addresses.</div></td>
+
----
      </tr>
+
#From the send email screen, click the [[File:Template.jpg|25px]] icon, in the editor toolbar.
    </table>
+
#:[[File:Predefined templates.JPG|400px|center]]
  </div>
+
#Click '''Pre-Defined Templates'''.
  <div style="margin-left: 18pt;">
+
#Click the desired template. The '''Email Text''' (body of your email) will automatically be populated with the template.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Make any desired changes to your email.
      <tr valign="baseline">
+
#Click '''Send Now''' or '''Send Later'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SEB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
===Send Communication by Delivery Preference===
      </tr>
+
 
    </table>
+
A single communication piece may be sent out to members by their preference of delivery: mail, fax, or email.  When using the '''Preferred communication''' type Communication -> Form Letters the appropriate output will be developed for each recipient based on the member’s database fields.  
  </div>
+
If addressees are selected as individual reps (by choosing the selections in the '''Add Representatives''' section) the preference as specified on their '''Reps''' tab in the '''Contact Preference''' field will be used. If addressees are selected as member companies (by choosing the selections in the '''Add Members'''  section) the preference will be determined automatically according to the information specified on their '''General''' tab.  If an email address exists, this will be the automatic first preference.  If no email address exists, a complete mailing address would qualify as the next preference.  Fax would be the last automatic preference. See FAQ '''How is the Contact Preference Used''' on the Reps tab?
   <div style="margin-left: 18pt;">
+
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#Click '''Communication'''  in the left-hand menu.
      <tr valign="baseline">
+
#Click '''Form Letters'''.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
#:[[File:Choose Contacts.JPG|center]]
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0REB0HA">Compose the letter</span></span>.</div></td>
+
#Select desired recipients. '''NOTE:''' Addresses selected under the '''Add Members''' heading will use the contact information found on the '''General''' tab of the member’s record. *Addressees selected under the '''Add Representatives''' heading will use the contact information found on the '''Reps''' tab of the selected individual rep.
      </tr>
+
#Select '''Preferred Communication Type''' as the way to '''Distribute By:'''
    </table>
+
#If applicable, click remove next to those identified under '''Preferred Communication Type''' as having no contact info, duplicate, or invalid info.
  </div>
+
#Click '''Continue''' and compose the content of the letter.
  <div style="margin-left: 18pt;">
+
#*'''Step 1 - Create Mailings''' - this allows you to create print letters. 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#**Click '''Print Letters''', choose your '''Print Options selections and click '''Continue''' to print your letters.
      <tr valign="baseline">
+
#**Close the letter-printing windows and return to the letter composition window.
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
#(Optional) Click '''Print Labels''' and complete the '''Mailing Label Options''' selections and click '''Continue'''.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QEB0HA">Click </span><span style="font-weight: bold;">Print Letters, </span>complete the <span style="font-weight: bold;">Print Options</span> selections and click <span style="font-weight: bold;">Continue</span>.  </div></td>
+
#Close the label-printing windows and return to the letter composition window.
      </tr>
+
#Click '''Continue>>Faxes'''
    </table>
+
#*'''Step 2 - Faxes''' - this allows you to fax the letter to those whose preference is to receive communications via fax.
  </div>
+
#:'''NOTE''': Fax communication is not faxed directly from within ChamberMaster.  Instead, ChamberMaster produces the output that may either be printed and inserted into your own fax machine or downloaded and saved to a file that may be imported into popular fax software programs like ''WinFax Pro''.  ChamberMaster also supports a number of Internet Fax services.  Contact support@growthzone.com to see if your provider is supported.
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0PEB0HA">Make sure to check the box to </span><span style="font-weight: bold;">Save letter to communication log</span> and type the desired communication log title.  In Figure 1-10 the entry will be saved as “Welcome to the Chamber”.</div>
+
#**Make any modifications to the fax output.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.1.jpg]]</span></div>
+
#**Click '''Print Fax Content'''. Read more information on fax output options.
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0NEB0HA">Figure 1-10 Print Options selections</span></div>
+
#**Close the print fax content windows and return to the letter composition window.
  <div style="margin-left: 18pt;">
+
#Click '''Continue>>Emails'''.
 +
#*'''Step 3 - Emails''' - this allows you to email the letter to those whose preference is to receive communications via email.
 +
#**Make any modifications to the email output. Make sure to type a subject line. Add attachments and links as desired.
 +
#**Click '''Send Email'''.
 +
 
 +
===Send Communication Based on Custom Report Criteria===
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04EB0HA">Communication may be sent to selected reps based on custom criteria that you specify as you create a custom report.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E03EB0HA">For instance, your custom criteria might display those in a certain zip code area, or those that employ over 100 full-time employees.  After displaying the results of your custom criteria selections, select </span><span style="font-weight: bold;">Create a Group</span>, type a <span style="font-weight: bold;">Group Name</span>, and select <span style="font-weight: bold;">Submit</span>.  The next screen will give the option <span style="font-weight: bold;">to Contact Members</span>.</div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02EB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Send_Communication_Based_on_Custom_Report_Criter-Communication.1.013.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E01EB0HA">Figure 1-9a Create a group from Custom Report criteria</span></div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ZEB0HA">See “</span><span style="font-family: Calibri; font-size: 11pt;">Create a Group from Custom Criteria</span>” in the Reports and Downloads section for complete instructions on specifying your custom criteria and creating the group.</div>
 +
 
 +
[[Category:Communication]]
 +
 
 +
==Creating a Letter==
 +
#Click '''Communication''' in the left-hand menu.
 +
#Click '''Form Letters'''.
 +
#Select the desired recipients.
 +
#Select '''Mail Only''' in the '''Distribute By:''' section.  
 +
#If applicable, click '''remove''' if mail address(es) have been identified as having no contact information, duplicate addresses, or invalid addresses.
 +
#Click '''Continue'''.
 +
#Click '''Print Letters''', complete the '''Print Options'''. Make sure to check the box to '''Save letter to communication log and type the desired communication log title.
 +
#:[[File:Print Options1.JPG|600px|center]]
 +
#Click '''Continue'''. 
 +
#You may '''Print Preview''' to view the formatted output and remove unwanted headers and footers</span> if applicable.
 +
#Close the letter-printing windows and return to the letter composition window.  
 +
#Click '''Print Labels'''
 +
#Complete the Mailing Label Options selections.
 +
#Click '''Continue'''. Preview the labels on-screen is desired.
 +
#Click '''Print'''.  In the Print window that appears, ensure that '''Page Scaling''' is set to '''None'''. 
 +
#Close the label-printing windows and return to the letter composition window.
 +
#Click '''Close'''.
 +
 
 +
 
 +
===Create Mass Mailing Labels===
 +
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MEB0HA">Preview the letters on-screen.  Select </span><span style="font-weight: bold;">Print Preview</span> if desired to view the formatted output and <span style="font-family: Calibri; font-size: 11pt;">remove unwanted headers and footers</span> if applicable.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA">Single labels for a particular member are available in the </span><span style="font-weight: bold;">Members</span> module on the <span style="font-weight: bold;">General</span> tab, the <span style="font-weight: bold;">Reps</span> tab, and the <span style="font-weight: bold;">Communication</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LEB0HA">Close the letter-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CEB0HA">Selections for printing mailing labels for multiple members are found in the </span><span style="font-weight: bold;">Communication</span> module (<span style="font-weight: bold;">Form Letters</span>) and the <span style="font-weight: bold;">Reports</span> module (<span style="font-weight: bold;">Mailing Labels</span>).  The <span style="font-weight: bold;">Reports</span> module selection gives additional options specific to mailing labels that are not available when printing labels in the <span style="font-weight: bold;">Communication</span> module, such as a selection to download the labels and view a postal code summary.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0BEB0HA">Print labels from the Reports module</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KEB0HA">Click </span><span style="font-weight: bold;">Print Labels, </span>complete the <span style="font-weight: bold;">Mailing Label Options</span> selections and click <span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AEB0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JEB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Letter-Communication.1.014.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0IEB0HA">Figure 1-11 Mailing Label Options</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HEB0HA">Preview the labels on-screen and then select to print.  In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Proper settings for label output</span>” below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06DB0HA">Click </span><span style="font-weight: bold;">Mailing Labels</span> in the <span style="font-weight: bold;">Common Reports</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 365: Line 376:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GEB0HA">Close the label-printing windows and return to the letter composition window.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05DB0HA">Add those that should have a label printed using one or more methods in the Settings area.  See Figure 1-12.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 373: Line 384:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">14. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FEB0HA">Click </span><span style="font-weight: bold;">Close</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04DB0HA">Select other desired mailing label settings.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
+
  </div>
[[Category:Communication]]
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03DB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.1.jpg]]</span></div>
 
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E02DB0HA">Figure 1-12</span></span> Mailing label options in Reports module</div>
===Create Mass Mailing Labels===
+
   <div style="margin-left: 18pt;">
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DEB0HA">Single labels for a particular member are available in the </span><span style="font-weight: bold;">Members</span> module on the <span style="font-weight: bold;">General</span> tab, the <span style="font-weight: bold;">Reps</span> tab, and the <span style="font-weight: bold;">Communication</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01DB0HA">Click </span><span style="font-weight: bold;">View/Print Mailing Labels</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CEB0HA">Selections for printing mailing labels for multiple members are found in the </span><span style="font-weight: bold;">Communication</span> module (<span style="font-weight: bold;">Form Letters</span>) and the <span style="font-weight: bold;">Reports</span> module (<span style="font-weight: bold;">Mailing Labels</span>)The <span style="font-weight: bold;">Reports</span> module selection gives additional options specific to mailing labels that are not available when printing labels in the <span style="font-weight: bold;">Communication</span> module, such as a selection to download the labels and view a postal code summary.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZDB0HA">The selected labels will display.  </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0BEB0HA">Print labels from the Reports module</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AEB0HA">Click </span><span style="font-weight: bold;">Reports</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06DB0HA">Click </span><span style="font-weight: bold;">Mailing Labels</span> in the <span style="font-weight: bold;">Common Reports</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “Proper settings for label output”.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05DB0HA">Add those that should have a label printed using one or more methods in the Settings area.  See Figure 1-12.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04DB0HA">Select other desired mailing label settings.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.2.jpg]] to close the displayed labels.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E03DB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.1.jpg]]</span></div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0UDB0HA"> </span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E02DB0HA">Figure 1-12</span></span> Mailing label options in Reports module</div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TDB0HA">Print labels from the Communication module</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01DB0HA">Click </span><span style="font-weight: bold;">View/Print Mailing Labels</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SDB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZDB0HA">The selected labels will display.  </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RDB0HA">Click </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Correspondence</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window.  </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QDB0HA">Select the desired addressees from the selections in the designated blue area.  See Figure 1-13 below.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ODB0HA">Figure 1-13</span></span> Choose contacts</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “Proper settings for label output”.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NDB0HA">Select </span><span style="font-weight: bold;">Mail Only</span> in the <span style="font-weight: bold;">Distribute By</span> area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.2.jpg]] to close the displayed labels.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LDB0HA">Click </span><span style="font-weight: bold;">Print Mailing Labels</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0UDB0HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0TDB0HA">Print labels from the Communication module</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0SDB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KDB0HA">Select the desired mailing label options.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IDB0HA">Figure 10-3</span></span> Mailing label options in Communication module</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0RDB0HA">Click </span><span style="font-weight: bold;">Form Letters</span> in the <span style="font-weight: bold;">Correspondence</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QDB0HA">Select the desired addressees from the selections in the designated blue areaSee Figure 1-13 below.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GDB0HA">The selected labels will display.  </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ODB0HA">Figure 1-13</span></span> Choose contacts</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NDB0HA">Select </span><span style="font-weight: bold;">Mail Only</span> in the <span style="font-weight: bold;">Distribute By</span> area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Settings for label output</span>”.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LDB0HA">Click </span><span style="font-weight: bold;">Print Mailing Labels</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KDB0HA">Select the desired mailing label options.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.5.jpg]] on each window that displays the labels, mailing label options, and the member correspondence window.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0JDB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.4.jpg]]</span></div>
+
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0IDB0HA">Figure 10-3</span></span> Mailing label options in Communication module</div>
+
[[Category:Communication]]
 +
 
 +
====Settings for label output====
 +
Labels printed through your software will first display on your screen in Adobe Reader, allowing you to preview the resulting labels before sending to the printer. However, one selection in the print dialog box must be changed from the default to allow proper control of label placement. This selection looks different based on the version of Adobe Reader that is installed on your own computer.
 +
 
 +
'''Page Scaling''' should always be set to '''None''' or '''100%''' or '''Actual''' (wording varies depending on Adobe version). When Page Scaling is set to anything other than '''None''' (or the above identified choices), your labels may print off the labels or “slide” down the page as they print. You may say the labels shift or have improper alignment.
 +
 
 +
::'''Tip:''' Sometimes your browser will open the PDF in a “mini reader” instead of using the Adobe program which doesn’t allow you to change these settings. You’ll need to disable these mini-readers in order to allow the software to control the label output properly. Watch a [https://micronet.viewscreencasts.com/6c05dec841494fba8082c0e1b58dfc50 video] to understand how this works.
 +
 
 +
::'''Chrome Users:''' type in chrome://plugins and press Enter. Then disable the Chrome PDF Viewer and the Adobe Reader. See [https://screencast.com/t/sRLH7gs8 this page]
 +
 
 +
::'''Firefox Users:''' Select '''Options''' from the '''Tools''' menu. Click '''Applications''' tab and search for Adobe and also for PDF. Change each selection to '''Use Adobe Reader'''.
 +
 
 +
::'''Internet Explorer Users:''' Select '''Manage Add-ons''' from the '''Settings''' menu. With '''Toolbars and Extensions''' selected change the '''Show drop-down''' to '''All-Add-ons'''. Then set the Adobe PDF Reader to '''Disabled'''.
 +
 
 +
Your Adobe Reader version will determine what this setting will look like.
 +
 
 +
'''Adobe Reader v. 8.0'''
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
 +
 
 +
'''Adobe Reader v. 7.0'''
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
 +
 
 +
'''Adobe Reader v. 6.0'''
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
 +
 
 +
===Create/Send Fax Output===
 +
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MCB0HA">Send fax output using your fax machine or to download fax output</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HDB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LCB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GDB0HA">The selected labels will display.  </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KCB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FDB0HA">Insert the labels into your printer and click </span><span style="font-weight: bold;">Print</span> from the <span style="font-weight: bold;">File</span> menu or other desired method within your browser window. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JCB0HA">Select desired recipients</span></span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EDB0HA">In the </span><span style="font-weight: bold;">Print</span> window that appears, ensure that <span style="font-weight: bold;">Page Scaling </span>is set to <span style="font-weight: bold;">None</span>.  For specific selections based on your version of Adobe Reader, see “<span style="font-family: Calibri; font-size: 11pt;">Settings for label output</span>”.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ICB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DDB0HA">After selecting the desired local printer, click </span><span style="font-weight: bold;">Print</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HCB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CDB0HA">Click </span><span style="font-weight: bold;">Close</span> [[Image:Emails_Letters_and_Mailing_Lists-Create_Mass_Mailing_Labels-Communication.1.015.5.jpg]] on each window that displays the labels, mailing label options, and the member correspondence window.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GCB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FCB0HA">Create the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
[[Category:Communication]]
 
 
====Settings for label output====
 
Labels printed through your software will first display on your screen in Adobe Reader, allowing you to preview the resulting labels before sending to the printer. However, one selection in the print dialog box must be changed from the default to allow proper control of label placement. This selection looks different based on the version of Adobe Reader that is installed on your own computer.
 
 
'''Page Scaling''' should always be set to '''None''' or '''100%''' or '''Actual''' (wording varies depending on Adobe version). When Page Scaling is set to anything other than '''None''' (or the above identified choices), your labels may print off the labels or “slide” down the page as they print. You may say the labels shift or have improper alignment.
 
 
::'''Tip:''' Sometimes your browser will open the PDF in a “mini reader” instead of using the Adobe program which doesn’t allow you to change these settings. You’ll need to disable these mini-readers in order to allow the software to control the label output properly. Watch a [https://micronet.viewscreencasts.com/6c05dec841494fba8082c0e1b58dfc50 video] to understand how this works.
 
 
::'''Chrome Users:''' type in chrome://plugins and press Enter. Then disable the Chrome PDF Viewer and the Adobe Reader. See [http://screencast.com/t/sRLH7gs8 this page]
 
 
::'''Firefox Users:''' Select '''Options''' from the '''Tools''' menu. Click '''Applications''' tab and search for Adobe and also for PDF. Change each selection to '''Use Adobe Reader'''.
 
 
::'''Internet Explorer Users:''' Select '''Manage Add-ons''' from the '''Settings''' menu. With '''Toolbars and Extensions''' selected change the '''Show drop-down''' to '''All-Add-ons'''. Then set the Adobe PDF Reader to '''Disabled'''.
 
 
Your Adobe Reader version will determine what this setting will look like.
 
 
====Adobe Reader v. 8.0====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._8.0-Communication.1.017.1.jpg]]</span></div>
 
 
====Adobe Reader v. 7.0====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._7.0-Communication.1.018.1.jpg]]</span></div>
 
 
====Adobe Reader v. 6.0====
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Adobe_Reader_v._6.0-Communication.1.019.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0OCB0HA"> </span></div>
 
 
===Create/Send Fax Output===
 
<div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0MCB0HA">Send fax output using your fax machine or to download fax output</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0LCB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ECB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: Calibri; font-size: 11pt;">fax output options</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.1.jpg]]</span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0CCB0HA">Send fax output to an Internet Fax service</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BCB0HA">This requires a separate subscription with one of many well-known internet fax service.  See “</span><span style="font-family: Calibri; font-size: 11pt;">Internet Fax Service</span>” in the “Administrator Tasks” section of online help for more information.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KCB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ACB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JCB0HA">Select desired recipients</span></span>.</div></td>
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06BB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 +
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05BB0HA">Select desired recipients</span></span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ICB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04BB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03BB0HA">Preferred Communication Type</span></span> may be selected instead to select to send faxes only to those that have Fax selected as their preference.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HCB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02BB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GCB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01BB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FCB0HA">Create the </span><span style="font-family: Calibri; font-size: 11pt;">fax output</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZBB0HA">click </span><span style="font-weight: bold;">Add/Remove Attachment</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ECB0HA">Click </span><span style="font-weight: bold;">Print Fax Content</span> and/or <span style="font-weight: bold;">Download Fax List</span>.  Read more information on <span style="font-family: Calibri; font-size: 11pt;">fax output options</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YBB0HA">Select </span><span style="font-weight: bold;">Append your file to the email directly</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0DCB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.2.jpg]]  Figure 10-3a</span></div>
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0CCB0HA">Send fax output to an Internet Fax service</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BCB0HA">This requires a separate subscription with one of many well-known internet fax service. See “</span><span style="font-family: Calibri; font-size: 11pt;">Internet Fax Service</span>” in the “Administrator Tasks” section of online help for more information.</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ACB0HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WBB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06BB0HA">Click </span><span style="font-weight: bold;">Form Letters</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VBB0HA">Click </span><span style="font-weight: bold;">Browse…</span> to locate the desired fax attachment file. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05BB0HA">Select desired recipients</span></span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UBB0HA"> Click </span><span style="font-weight: bold;">Attach</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04BB0HA">Select </span><span style="font-weight: bold;">Fax Only</span> as the way to <span style="font-weight: bold;">Distribute By:</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TBB0HA">Click </span><span style="font-weight: bold;">Return</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="font-weight: bold;"><span id="wwpID0E03BB0HA">Preferred Communication Type</span></span> may be selected instead to select to send faxes only to those that have Fax selected as their preference.</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; text-align: justify;"><span id="wwpID0E0SBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RBB0HA">Figure 10-3b – Selecting the desired fax attachment</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02BB0HA">If applicable, click </span><span style="font-weight: bold;">remove</span> next to those identified under <span style="font-weight: bold;">Fax Only</span> as having no contact info, duplicate fax #, or invalid fax #.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QBB0HA">Click </span><span style="font-weight: bold;">Send Faxes via  . . .</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.4.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0OBB0HA">Figure 10-3c - Sample of the Send Faxes button when using eFax</span></div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NBB0HA">Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment.  Check with your email fax service or contact ChamberMaster for more information.</span></div>
 +
 
 +
===Editor menu selections===
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LBB0HA">ChamberMaster uses an editor when creating letters, emails, and faxes that includes many enhanced features.  Features include:</span></div>
 +
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01BB0HA">Click </span><span style="font-weight: bold;">Edit with ChamberMaster</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KBB0HA">HTML preview screen</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZBB0HA">click </span><span style="font-weight: bold;">Add/Remove Attachment</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JBB0HA">Templates </span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YBB0HA">Select </span><span style="font-weight: bold;">Append your file to the email directly</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IBB0HA">Search and Replace</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0XBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.2.jpg]]  Figure 10-3a</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="margin-left: 18pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">9. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WBB0HA">Click </span><span style="font-weight: bold;">Continue</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HBB0HA">Undo and Redo</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">10. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VBB0HA">Click </span><span style="font-weight: bold;">Browse…</span> to locate the desired fax attachment file. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GBB0HA">Strikethrough text</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">11. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UBB0HA"> Click </span><span style="font-weight: bold;">Attach</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FBB0HA">Superscript and subscript</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">12. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0TBB0HA">Click </span><span style="font-weight: bold;">Return</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EBB0HA">Insertion of tables, divider lines, symbols, special characters, and emoticons</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; text-align: justify;"><span id="wwpID0E0SBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.3.jpg]]</span></div>
+
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0RBB0HA">Figure 10-3b – Selecting the desired fax attachment</span></div>
 
  <div style="margin-left: 18pt;">
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">13. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0QBB0HA">Click </span><span style="font-weight: bold;">Send Faxes via  . . .</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DBB0HA">Paste text with or without formatting</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0PBB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Create_2fSend_Fax_Output-Communication.1.020.4.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0CBB0HA">The editor comes integrated with a spell checking solution that provides spell checking while you type. Words not recognized will be underlined in red. Right click on the word to be presented with suggestions, an option to Ignore, or add the word to your dictionary.</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0OBB0HA">Figure 10-3c - Sample of the Send Faxes button when using eFax</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BBB0HA">The following table describes the basic functions of the editor</span></div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0NBB0HA">Some email fax services may accept the cover page or the main content of the fax in the editor area instead of attaching the content and cover page as an attachment.  Check with your email fax service or contact ChamberMaster for more information.</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ABB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Editor_menu_selections-Communication.1.021.1.jpg]]</span></div>
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E06AB0HA">Table 1-1</span></span><span style="color: #000000;"> Editor icons</span></div>
  
===Editor menu selections===
+
===Email Disclaimer===
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0LBB0HA">ChamberMaster uses an editor when creating letters, emails, and faxes that includes many enhanced features.  Features include:</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04AB0HA">Email Disclaimers appear at the bottom of certain emails generated by our software.</span></div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E03AB0HA">To edit the disclaimer</span></div>
 +
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0KBB0HA">HTML preview screen</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02AB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JBB0HA">Templates </span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01AB0HA">Click </span><span style="font-weight: bold;">General Options and Settings.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IBB0HA">Search and Replace</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZAB0HA">Open the </span><span style="font-weight: bold;">Email Server Settings </span>area.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HBB0HA">Undo and Redo</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YAB0HA">Edit the desired disclaimer</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GBB0HA">Strikethrough text</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XAB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0WAB0HA"> </span></div>
 +
  <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0FBB0HA">Superscript and subscript</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VAB0HA">Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members.  Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0EBB0HA">Insertion of tables, divider lines, symbols, special characters, and emoticons</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UAB0HA">Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members.  For instance the “Request Info” link found on the members’ public information page.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="margin-left: 18pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
==='''<span style="color:#800080">Adding an Attachment to an Email'''</span>===
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
----
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DBB0HA">Paste text with or without formatting</span></div></td>
+
There are three options available for adding attachment to emails.
      </tr>
 
    </table>
 
  </div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0CBB0HA">The editor comes integrated with a spell checking solution that provides spell checking while you type.  Words not recognized will be underlined in red.  Right click on the word to be presented with suggestions, an option to Ignore, or add the word to your dictionary.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BBB0HA">The following table describes the basic functions of the editor</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0ABB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Editor_menu_selections-Communication.1.021.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E06AB0HA">Table 1-1</span></span><span style="color: #000000;"> Editor icons</span></div>
 
  
===Email Disclaimer===
+
#'''Upload your attachment file to the ChamberMaster server and include a link to that file in your email''': '''This is best practice'''. Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam. Consequently these emails and attachments never make it to their intended recipient. With ChamberMaster/MemberZone, you have the ability to upload your attachment to the server. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E04AB0HA">Email Disclaimers appear at the bottom of certain emails generated by our software.</span></div>
+
#'''Include a link within the email to a file hosted on your chamber website''': This option allows the sender to create a hyperlink to documents or URLs located on other servers. A custom email link may also be generated using this selection. This selection is the same as the Insert/Edit Link icon available in the rich text editor, on the editor tool bar.
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E03AB0HA">To edit the disclaimer</span></div>
+
#'''Append your file to the email directly'''. The is the traditional way of sending attachments. This selection will send the document with the email, and is not recommended.
   <div style="margin-left: 18pt;">
+
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
Explained below are the steps for option 1, which is the recommended selection to reduce problems when sending through your ISP.
       <tr valign="baseline">
+
 
 +
===='''<span style="color:#800080">Upload your attachment file to the ChamberMaster server and include a link to that file in your email'''</span>====
 +
----
 +
 
 +
#On the desired email, click the '''Add/Remove Attachment''' button.
 +
#:[[File:Email Attachment.JPG|800px|center]]
 +
#On the '''Add Email Attachments''' screen, '''Upload your attachment file to the ChamberMaster server and include a link to that file in your email.''' is enabled by default.
 +
#:[[File:Add Email Attachment.JPG|900px|center]]
 +
#Click '''Continue'''. The '''Add an attachment''' dialog box will display.
 +
#:[[File:Add an attachment.JPG|400px|center]]
 +
#Enter the '''Text for Attachment Link:'''. This will be the text that appears in your email.
 +
#Click the '''Browse''' button. Documents previously uploaded to the server will be displayed.
 +
#*Click the desired file and click '''Select'''.
 +
#::'''OR'''
 +
#*Click the '''Choose File''' button, to browse to the desired file on your local system. Browse to the file, select your file and click Open. Then click the '''Upload''' button. Once uploaded, click the file and click '''Select'''. The URL of the document will be populated in the '''Attachment File URL:''' text box.
 +
#Click '''OK'''.
 +
Your link text will now be populated in your email.
 +
 
 +
===='''<span style="color:#800080">Helping your Members with Email Links'''</span>====
 +
----
 +
 
 +
When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from un-trusted sources. To successfully open an embedded email link, the recipient may need to turn on the access to email links, either temporarily for a single email or globally for all emails.
 +
The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.
 +
 
 +
'''Possible error displayed when trying to open a link in Microsoft Outlook 2003'''
 +
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
 +
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0P60HA">To turn on email links temporarily for this email (using Microsoft Outlook 2003)</span></div>
 +
   <div style="margin-left: 18pt;">
 +
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02AB0HA">Click </span><span style="font-weight: bold;">Setup</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">Click here to turn on links</span> in the Information bar above.  See Figure 2 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0N60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0M60HA">Figure 2-8 </span></span>Turn on links temporarily</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01AB0HA">Click </span><span style="font-weight: bold;">General Options and Settings.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L60HA">Click Turn on Links (not recommended).</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 893: Line 950:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZAB0HA">Open the </span><span style="font-weight: bold;">Email Server Settings </span>area.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K60HA">Click the link within the email again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0J60HA">To turn on email links for all emails (Microsoft Outlook 2003)</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0I60HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YAB0HA">Edit the desired disclaimer</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H60HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0G60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0F60HA">Figure 2-9 </span></span> Tools, Options</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XAB0HA">Click </span><span style="font-weight: bold;">Save</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E60HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-left: 36pt; text-indent: -18pt;"><span id="wwpID0E0WAB0HA"> </span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0D60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.4.jpg]]</span></div>
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0C60HA">Figure 2-10 </span></span> Preferences tab</div>
 +
  <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;">3. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0VAB0HA">Internal Email Disclaimer: appear on emails sent from inside the database, typically emails sent from you to your members. Disclaimers do not appear on the bottom of emails sent using the “Send with Outlook” selection</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B60HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Don’t turn on links in messages . . .</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 0pt;margin-bottom: 12pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0A60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.5.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0650HA">Figure 2-11 </span></span> Take check off</div>
 +
  <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">[[Image:Emails_Letters_and_Mailing_Lists-rd_bullet.jpg|9px]]</div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0UAB0HA">Public Email Disclaimer: appear on emails that are generated by visitors that access your public website and click links that send emails to you or your members.  For instance the “Request Info” link found on the members’ public information page.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0550HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0TAB0HA">[[Image:Emails_Letters_and_Mailing_Lists-Email_Disclaimer-Communication.1.022.1.jpg]]</span></div>
+
   <div style="margin-left: 18pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
==='''<span style="color:#800080">Adding an Attachment to an Email'''</span>===
+
      <tr valign="baseline">
----
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
There are three options available for adding attachment to emails.  
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0450HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
+
      </tr>
#'''Upload your attachment file to the ChamberMaster server and include a link to that file in your email''': '''This is best practice'''. Increasingly when users send email attachments, ISP spam filters are identifying these innocent but potentially large attachments as spam. Consequently these emails and attachments never make it to their intended recipient. With ChamberMaster/MemberZone, you have the ability to upload your attachment to the server. Once the file has been uploaded to the ChamberMaster server and selected, a link is generated and automatically placed inside your email allowing the recipient to click to receive their attachment.
+
    </table>
#'''Include a link within the email to a file hosted on your chamber website''': This option allows the sender to create a hyperlink to documents or URLs located on other servers. A custom email link may also be generated using this selection. This selection is the same as the Insert/Edit Link icon available in the rich text editor, on the editor tool bar.
+
  </div>
#'''Append your file to the email directly'''. The is the traditional way of sending attachments. This selection will send the document with the email, and is not recommended.
+
  <div style="margin-left: 18pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
Explained below are the steps for option 1, which is the recommended selection to reduce problems when sending through your ISP.
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
===='''<span style="color:#800080">Upload your attachment file to the ChamberMaster server and include a link to that file in your email'''</span>====
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0350HA">Open the desired email and try clicking the links again.</span></div></td>
----
+
      </tr>
 
+
    </table>
#On the desired email, click the '''Add/Remove Attachment''' button.
+
  </div>
#:[[File:Email Attachment.JPG|800px|center]]
+
'''Possible error displayed when trying to open a link in Microsoft Outlook 2007'''
#On the '''Add Email Attachments''' screen, '''Upload your attachment file to the ChamberMaster server and include a link to that file in your email.''' is enabled by default.
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
#:[[File:Add Email Attachment.JPG|900px|center]]
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
#Click '''Continue'''. The '''Add an attachment''' dialog box will display.
+
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0Y50HA">To turn on email links temporarily for this email (using Microsoft Outlook 2007)</span></div>
#:[[File:Add an attachment.JPG|400px|center]]
 
#Enter the '''Text for Attachment Link:'''. This will be the text that appears in your email.
 
#Click the '''Browse''' button. Documents previously uploaded to the server will be displayed.
 
#*Click the desired file and click '''Select'''.
 
#::'''OR'''
 
#*Click the '''Choose File''' button, to browse to the desired file on your local system. Browse to the file, select your file and click Open. Then click the '''Upload''' button. Once uploaded, click the file and click '''Select'''. The URL of the document will be populated in the '''Attachment File URL:''' text box.
 
#Click '''OK'''.
 
Your link text will now be populated in your email.
 
 
 
===='''<span style="color:#800080">Helping your Members with Email Links'''</span>====
 
----
 
 
 
When receiving an email that contains embedded hyperlinks (links), the recipient may have trouble accessing the links due to settings prohibiting these links within their own email program.  Many email programs disable access to these links by default in an attempt to alleviate phishing threats from un-trusted sources. To successfully open an embedded email link, the recipient may need to turn on the access to email links, either temporarily for a single email or globally for all emails.  
 
The instructions below are when using Microsoft Outlook 2003 or 2007 but other email programs may contain similar selections.  Contact your email software provider for specifics related to your particular email program.
 
 
 
'''Possible error displayed when trying to open a link in Microsoft Outlook 2003'''
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0R60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.1.jpg]]</span></div>
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Q60HA">Figure 2-7 </span></span> Error in Microsoft Outlook 2003</div>
 
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0P60HA">To turn on email links temporarily for this email (using Microsoft Outlook 2003)</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O60HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">Click here to turn on links</span> in the Information bar above.  See Figure 2 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X50HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">This might be a phishing message . . .  (not recommend)</span> in the Information bar above.  See Figure 7 below.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0N60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.2.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.2.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0M60HA">Figure 2-8 </span></span>Turn on links temporarily</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V50HA">Figure 2-13 </span></span> Turn on links temporarily</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L60HA">Click Turn on Links (not recommended).</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0U50HA">Click </span><span style="font-weight: bold;">Enable Links</span> and other functionality (not recommended).</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 991: Line 1,036:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K60HA">Click the link within the email again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T50HA">Click the link within the email again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0J60HA">To turn on email links for all emails (Microsoft Outlook 2003)</span></div>
+
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0S50HA"><br />To turn on email links for all emails (Microsoft Outlook 2007)</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0I60HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0R50HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H60HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q50HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0G60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0F60HA">Figure 2-9 </span></span> Tools, Options</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0E60HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P50HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0D60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.4.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0O50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.3.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0C60HA">Figure 2-10 </span></span> Preferences tab</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0N50HA">Figure 2-14 </span></span>Preferences tab</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;">3. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B60HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Don’t turn on links in messages . . .</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M50HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Disable links and other functionality in phishing message</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0A60HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.026.5.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.4.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0650HA">Figure 2-11 </span></span> Take check off</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K50HA">Figure 2-14 </span></span> Take check off</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0550HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,039: Line 1,082:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0450HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,047: Line 1,090:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0350HA">Open the desired email and try clicking the links again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H50HA">Open the desired email and try clicking the links again.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
'''Possible error displayed when trying to open a link in Microsoft Outlook 2007'''
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0150HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.1.jpg]]</span></div>
+
 
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Z50HA">Figure 2-12 </span></span> Error in Microsoft Outlook 2007</div>
+
===Inserting a graphic===
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0Y50HA">To turn on email links temporarily for this email (using Microsoft Outlook 2007)</span></div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A30HA">Adding graphics to your correspondence is a simple process that requires initially uploading the graphic to the secure ChamberMaster server.  Once uploaded by a chamber staff member, it is available to all chamber staff for inclusion within correspondence.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0620HA">Most graphic file types may be uploaded including .jpg, .bmp, .gif, .png and .wmf.</span></div>
 +
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0520HA">The </span><span style="font-family: Calibri; font-size: 11pt;">editor can be accessed from multiple places within ChamberMaster</span>.  For one example, click <span style="font-weight: bold;">New Email to Multiple Members</span> in the <span style="font-weight: bold;">Communication</span> module.  After selecting the desired recipients, the correspondence editor will display.</div>
 +
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0420HA">Graphics may also be included in your signature block.  Perform the same steps shown here but save it within your signature block.</span></div>
 +
====Insert a graphic within communication====
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X50HA">After clicking the disabled link in the email, click </span><span style="font-weight: bold;">This might be a phishing message . . .  (not recommend)</span> in the Information bar above. See Figure 7 below.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0220HA">When your cursor is positioned where the graphic is desired within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.1.jpg]].</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V50HA">Figure 2-13 </span></span> Turn on links temporarily</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0U50HA">Click </span><span style="font-weight: bold;">Enable Links</span> and other functionality (not recommended).</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0120HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y20HA">Figure 4-1</span></span> Browse server</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T50HA">Click the link within the email again.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X20HA">Browse to the desired file and click it to select.  See Figure 4-2 below.  Or you may upload a </span><span style="text-decoration: underline;">new</span> file to the ChamberMaster server by clicking <span style="font-weight: bold;">Browse</span>, browsing to the desired file, click to select, click <span style="font-weight: bold;">Open</span>, and then click <span style="font-weight: bold;">Upload</span>.  Then you may click the desired filename to select it.</div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V20HA">Figure 4-2</span></span> Insert graphic</div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0U20HA">If you choose to upload a new file to the secure ChamberMaster server, this file is also available to all chamber staff for inclusion in their documents.</span></div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T20HA">Make any desired changes on the </span><span style="font-weight: bold;">Image Properties</span> screen and then click <span style="font-weight: bold;">Continue</span>.  See Figure 4-3.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0S50HA"><br />To turn on email links for all emails (Microsoft Outlook 2007)</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0S20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.4.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt;"><span style="color: #FF0000;"><span id="wwpID0E0R50HA">Beware:</span></span> Turning on all email links provides easier access to potentially harmful situations when the sender of an email wishes to direct you to a fraudulent site.</div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0R20HA">Figure 4-3</span></span> Image Properties</div>
 +
 
 +
====Modify an existing graphic (graphic size, borders, alternative text)====
 +
<div xmlns="http://www.w3.org/1999/xhtml">
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Q50HA">Before opening the email that has the links, click </span><span style="font-weight: bold;">Options</span> from the <span style="font-weight: bold;">Tools</span> menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0O20HA">[[Image:Emails_Letters_and_Mailing_Lists-Modify_an_existing_graphic_(graphic_size_border-Communication.1.033.1.jpg]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P50HA">Click </span><span style="font-weight: bold;">Junk Mail</span> on the <span style="font-weight: bold;">Preferences</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N20HA">Right-click the graphic.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0O50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0N50HA">Figure 2-14 </span></span>Preferences tab</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M50HA">On the </span><span style="font-weight: bold;">Options</span> tab, click to clear the check box <span style="font-weight: bold;">Disable links and other functionality in phishing message</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M20HA">Click </span><span style="font-weight: bold;">Image Properties</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L50HA">[[Image:Emails_Letters_and_Mailing_Lists-Possible_error_displayed_when_trying_to_open_a_l-Communication.1.027.4.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K50HA">Figure 2-14 </span></span> Take check off</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L20HA">Make desired changes.  See Figure 4-3 in the previous section “Inserting a Graphic within Communication”.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,123: Line 1,181:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I50HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K20HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="margin-left: 18pt;">
+
</div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H50HA">Open the desired email and try clicking the links again.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 6pt; margin-left: 36pt; text-align: justify; text-indent: -18pt;"><span id="wwpID0E0G50HA"> </span></div>
 
  
===Inserting a graphic===
+
====Remove an existing graphic (from the editor screen)====
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A30HA">Adding graphics to your correspondence is a simple process that requires initially uploading the graphic to the secure ChamberMaster server.  Once uploaded by a chamber staff member, it is available to all chamber staff for inclusion within correspondence.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0620HA">Most graphic file types may be uploaded including .jpg, .bmp, .gif, .png and .wmf.</span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0520HA">The </span><span style="font-family: Calibri; font-size: 11pt;">editor can be accessed from multiple places within ChamberMaster</span>.  For one example, click <span style="font-weight: bold;">New Email to Multiple Members</span> in the <span style="font-weight: bold;">Communication</span> module.  After selecting the desired recipients, the correspondence editor will display.</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0420HA">Graphics may also be included in your signature block.  Perform the same steps shown here but save it within your signature block.</span></div>
 
====Insert a graphic within communication====
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0220HA">When your cursor is positioned where the graphic is desired within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.1.jpg]].</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,155: Line 1,200:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0120HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H20HA">Right-click the graphic.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y20HA">Figure 4-1</span></span> Browse server</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X20HA">Browse to the desired file and click it to select.  See Figure 4-2 below.  Or you may upload a </span><span style="text-decoration: underline;">new</span> file to the ChamberMaster server by clicking <span style="font-weight: bold;">Browse</span>, browsing to the desired file, click to select, click <span style="font-weight: bold;">Open</span>, and then click <span style="font-weight: bold;">Upload</span>.  Then you may click the desired filename to select it.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G20HA">Click </span><span style="font-weight: bold;">Cut</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0W20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.3.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0F20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.1.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0V20HA">Figure 4-2</span></span> Insert graphic</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0E20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.2.jpg]]</span></div>
   <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0U20HA">If you choose to upload a new file to the secure ChamberMaster server, this file is also available to all chamber staff for inclusion in their documents.</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0D20HA">Figure 4-4</span></span> Allow access</div>
 +
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0C20HA"> </span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: &quot;Tms Rmn&quot;; font-size: 10pt;">1. </span></div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0T20HA">Make any desired changes on the </span><span style="font-weight: bold;">Image Properties</span> screen and then click <span style="font-weight: bold;">Continue</span>.  See Figure 4-3.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B20HA">Click Allow access if necessary.    <br /></span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0S20HA">[[Image:Emails_Letters_and_Mailing_Lists-Insert_a_graphic_within_communication-Communication.1.032.4.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0R20HA">Figure 4-3</span></span> Image Properties</div>
 
  
====Modify an existing graphic (graphic size, borders, alternative text)====
+
====Remove a graphic (from the ChamberMaster server)====
<div xmlns="http://www.w3.org/1999/xhtml">
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0P20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0610HA">Within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.1.jpg]].</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0O20HA">[[Image:Emails_Letters_and_Mailing_Lists-Modify_an_existing_graphic_(graphic_size_border-Communication.1.033.1.jpg]]</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N20HA">Right-click the graphic.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0510HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M20HA">Click </span><span style="font-weight: bold;">Image Properties</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0410HA">Click the X at the end of the desired graphic to be removed from the ChamberMaster server.  See Figure 4-5.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0310HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0210HA">Figure 4-5</span></span> Remove graphic from the server</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0L20HA">Make desired changes.  See Figure 4-3 in the previous section “Inserting a Graphic within Communication”.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0110HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z10HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.3.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y10HA">Figure 4-6</span></span> Delete confirmation question</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K20HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X10HA">Click </span><span style="font-weight: bold;">Close</span>. [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.4.jpg]]</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
</div>
 
  
====Remove an existing graphic (from the editor screen)====
+
==Viewing and Recording Communication History==
  <div style="margin-left: 18pt;">
+
Communication history for your members is automatically logged on the '''Communication''''tab of the member’s record when emails are sent.  eReferrals are automatically logged as well.  Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).'
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
       <tr valign="baseline">
+
 
 +
===View history communication history===
 +
 
 +
Communication history can be viewed for a single member or viewed for the entire membership at once. See more on how to create the entries in the history.
 +
 
 +
====View history for a single member====
 +
#Select the desired member in the '''Members''' module.
 +
#Click the '''Communication''' tab.
 +
#:[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]
 +
 
 +
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I20HA">Locate the graphic that you desire to edit on the </span><span style="font-family: Calibri; font-size: 11pt;">editor screen</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0H20HA">Right-click the graphic.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G20HA">Click </span><span style="font-weight: bold;">Cut</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0F20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.1.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0E20HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_an_existing_graphic_(from_the_editor_scre-Communication.1.034.2.jpg]]</span></div>
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0D20HA">Figure 4-4</span></span> Allow access</div>
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0C20HA"> </span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
 +
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: &quot;Tms Rmn&quot;; font-size: 10pt;">1. </span></div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B20HA">Click Allow access if necessary.     <br /></span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
====Remove a graphic (from the ChamberMaster server)====
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0610HA">Within the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>, click <span style="font-weight: bold;">Insert/Edit Image</span> [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.1.jpg]].</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
 +
      </tr>
 +
    </table>
 +
  </div>
 +
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
 +
  <div style="margin-left: 18pt;">
 +
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 +
      <tr valign="baseline">
 +
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 +
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0510HA">Click </span><span style="font-weight: bold;">Browse Server</span>. </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
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       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0410HA">Click the X at the end of the desired graphic to be removed from the ChamberMaster server.  See Figure 4-5.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Delete</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0310HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.2.jpg]]</span></div>
+
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0H40HA">Print the Communication History entries</span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0210HA">Figure 4-5</span></span> Remove graphic from the server</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0110HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G40HA">When viewing the communication history, click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Print Summary Report</span> or click <span style="font-weight: bold;">Print Detailed Report</span>.   </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0Z10HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0Y10HA">Figure 4-6</span></span> Delete confirmation question</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X10HA">Click </span><span style="font-weight: bold;">Close</span>. [[Image:Emails_Letters_and_Mailing_Lists-Remove_a_graphic_(from_the_Chambermaster_server)-Communication.1.035.4.jpg]]</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F40HA">Follow the on-screen steps to print the output.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 
+
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E40HA">Export the Communication History entries</span></div>
==Viewing and Recording Communication History==
+
  <div style="margin-left: 18pt;">
Communication history for your members is automatically logged on the '''Communication''''tab of the member’s record when emails are sent.  eReferrals are automatically logged as well.  Phones calls can manually be added to the log. And when letters or fax output is printed you can include an entry in the history if you choose. Other actions trigger an entry such as membership application approvals and invoices (Integrated Billing only).'
 
 
 
 
===View history communication history===
 
 
 
Communication history can be viewed for a single member or viewed for the entire membership at once. See more on how to create the entries in the history.
 
 
 
====View history for a single member====
 
#Select the desired member in the '''Members''' module.
 
#Click the '''Communication''' tab.
 
#:[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.1.jpg]]
 
 
 
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0Y40HA">Click </span><span style="font-weight: bold;">Communication</span> in the left-hand menu.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0D40HA">When viewing the communication history, filter the history as desired.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,336: Line 1,393:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0X40HA">Click </span><span style="font-weight: bold;">Member Contact Report</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">Click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Download Detail Report</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,344: Line 1,401:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0W40HA">Select desired filters and click </span><span style="font-weight: bold;">Refresh Listing</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B40HA">Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file. If the data is displayed immediately, you may wish to select </span><span style="font-weight: bold;">Save</span> from the <span style="font-weight: bold;">File</span> menu to ensure this data is available for viewing at a later time.</div></td>
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0V40HA">[[Image:Emails_Letters_and_Mailing_Lists-View_history_communication_history-Communication.1.029.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0U40HA">Figure 3-2</span></span> Contact Report Listing</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;">[[Image:Emails_Letters_and_Mailing_Lists-sq_bullet.jpg|7px]]<span style="font-weight: bold;"><span id="wwpID0E0T40HA">More details on available filter options – Table 3-2</span></span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0S40HA">“Display bulk mail correspondence…”:</span></span> When selected the history will include emails that were sent to multiple individuals at one time.  This would include even those that had been sent to only 2 or more individuals.</div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E0R40HA">Task Categories:</span></span> Tasks are created by you; create your own Task Categories to assist in organizing your communication. Communication may be sorted and filtered by Task Categories. A staff person with Admin permissions can create these under Setup-&gt;Correspondence Categories. </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0Q40HA"> </span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0P40HA">View a entry</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N40HA">Hover over the Subject title of the entry that you wish to view.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M40HA">The contents of the entry will display immediately in a pop-over window. </span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0L40HA">Delete a Communication History item</span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0K40HA">Find the communication history using one of the ways listed above.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J40HA">Click the title of the desired item in the </span><span style="font-weight: bold;">Subject</span> column.</div></td>
 
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A40HA"> </span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0630HA">See more on how to create the entries in the history.</span></span></div>
 +
 +
==='''<span style="color:#800080">Working with Email Templates'''</span>===
 +
----
 +
Your ChamberMaster/MemberZone software provides a wealth of pre-defined templates that you may use as designed or that you may customize to meet your business needs. You may also create your own templates from scratch as needed.
 +
 +
Using email templates allow you to quickly and easily create, write, and send emails without having to start from scratch or starting at a blank screen. By using email template, you will save time and also ensure a consistent look and feel for your organization.
 +
 +
===='''<span style="color:#800080">Available Pre-defined Email Templates'''</span>====
 +
----
 +
The table below lists the pre-defined email templates available to you.
 +
 +
{| class="wikitable"
 +
|-
 +
! Template !! Description
 +
|-
 +
| Announcement: Introducing Member Information Center || Send if you are introducing the MIC to all of your members – or even just new members.
 +
|-
 +
| Automatic Monthly Payment Invitation || Send if using Integrated Payment Processing, and you wish to inform your members that they can sign up to have recurring fees automatically charge to a credit card or bank account.
 +
|-
 +
| Automatic Payment Confirmation || Send this email to your reps to confirm that you have set them up on automated recurring billing.
 +
|-
 +
| Benefit Summary Reminder eMail || Send this email to your members to remind them of their benefit packages and what they have available.
 +
|-
 +
| Create Log-in Account Invitation || Send this email to invite reps to create their log-in accounts. Can be used after analyzing which reps have not yet created accounts.
 +
|-
 +
| Encourage Advertising of Events || Send this email if you want to encourage your members to add their events to your calendar. NOTE: Events may be added by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Deal Posting || Send this email if you want to encourage your member to post hot deals.  NOTE: Deals may only be posted by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Job Postings || Send this email if you want to encourage your members to post job postings via the MIC. Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Encourage Posting of Deals, Jobs, News, Events || Send this email if you want to encourage your members to post deals, job postings, news & events via the MIC. This email template can be useful for new members just learning of the capabilities of the MIC.
 +
|-
 +
| Encourage Submitting News Release || Send this email if you want to encourage your members to post News Releases in the MIC.  Note: Job Posting may be posted only by those members who have rights to do so, and you may or may not require approval.
 +
|-
 +
| Remind how to Login to the Member Information Center  || Send this email to members if they have forgotten how to login to the MIC. Useful if you have identified members who are not logging in.
 +
|-
 +
| Thank You for Joining || Send this email to new members to thank them for joining. The email template also includes information on how to log into the MIC
 +
|-
 +
| Update Your Member Listing || This email template reminds the member to login into the MIC to review and update their information. The template includes the information that you currently have in the database for them to review. 
 +
|}
 +
 +
===='''<span style="color:#800080">Customize and Save Changes to an Existing Email Template'''</span>====
 +
----
 +
The pre-defined email templates may be customized to meet your business needs. Once you have customized, you will save the template back as a new template or document for future use.
 +
 +
#From the send email screen, click the [[File:Template.JPG|25px]] icon, in the editor toolbar.
 +
#:[[File:Predefined templates.JPG|400px|center]]
 +
#Click '''Pre-Defined Templates'''.
 +
#Click the desired template. The '''Email Text''' (body of your email) will be automatically populated with the template.
 +
#Use the Rich Text Editor functions to modify the template as needed.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:[[File:Save Template.JPG|400px|center]]
 +
#Enter a '''Name''' for the new template.
 +
#(Optional) Enter a description for the new template.
 +
#Select one of the following save options:
 +
#*'''Save the text as a new document''': Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (over-write the previous document). '''NOTE''': When you save a template as a document, it will only be available to the user who created the document.
 +
#*'''Update an Existing Document''': Select this option if you would like to save your changes to an existing document.
 +
#*'''Save the text as a new template''': Select this option if you wish to save as a new template. '''NOTE''': Templates may not be updated, any time changes are made to a template, you will save as a new template.
 +
#Click '''OK'''.
 +
 +
===='''<span style="color:#800080">Create an Email Template from Scratch'''</span>====
 +
----
 +
 +
#From  any send email screen, create the Email Template in the '''Email Text''' area.  You may use all of the rich text editor functions. See '''[[Working_with_Communications|Working with the Rich Text Editor]]''' for instruction.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:[[File:Save Template.JPG|400px|center]]
 +
#Enter a '''Name''' for the new template.
 +
#(Optional) Enter a description for the new template.
 +
#Select one of the following save options:
 +
#*'''Save the text as a new document''': Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (over-write the previous document). '''NOTE''': When you save a template as a document, it will only be available to the user who created the document.
 +
#*'''Update an Existing Document''': Select this option if you would like to save your changes to an existing document.
 +
#*'''Save the text as a new template''': Select this option if you wish to save as a new template. '''NOTE''': Templates may not be updated, any time changes are made to a template, you will save as a new template.
 +
#Click '''OK'''.
 +
 +
==='''<span style="color:#800080">Edit an Existing eMail Template'''</span>===
 +
----
 +
#Click the envelope icon in the header bar.
 +
#:[[File:Open email editor.jpg|600px|center]]
 +
#Click the [[File:Template.JPG|35px]] icon, in the eMail editor toolbar.
 +
#:[[File:Predefined templates.JPG|400px|center]]
 +
#Select the template that you wish to edit.
 +
#Perform desired edits to the template. You may use all of the rich text editor functions. See '''[[Working_with_Communications|Working with the Rich Text Editor]]''' for instruction.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:If saving as a template, you '''MUST''' enter a new name for the template, you will not over-write an existing template. If saving as a document you can save the changes back to the original, or you can save the template as a new template.
 +
 +
====='''<span style="color:#800080">Create a Signature Template'''</span>=====
 +
----
 +
Saving your signature block as a template may save time when creating correspondence.  Design your signature block with any included text and graphics.  You may also include items that would belong in the header such as your logo.  Save it as a template.  When ready to create your correspondence, first retrieve the signature block using the '''Choose a Template''' selection, then type your correspondence above your signature block.
 +
 +
#From  any send email screen, create your signature in the '''Email Text''' area. You may use all of the rich text editor functions. See '''[[Working_with_Communications|Working with the Rich Text Editor]]''' for instruction.
 +
#Save the template by clicking the [[File:Floppy.JPG|25px]] icon in the editor tool bar.
 +
#:[[File:Save Template.JPG|400px|center]]
 +
#Enter a '''Name''' for the new template.
 +
#(Optional) Enter a description for the new template.
 +
#Select one of the following save options:
 +
#*'''Save the text as a new document''': Select this option if you wish to save the template as a document, which allows you to retrieve the template at a later time, make modifications, and save it as the same document (over-write the previous document). '''NOTE''': When you save a template as a document, it will only be available to the user who created the document.
 +
#*'''Update an Existing Document''': Select this option if you would like to save your changes to an existing document.
 +
#*'''Save the text as a new template''': Select this option if you wish to save as a new template. '''NOTE''': Templates may not be updated, any time changes are made to a template, you will save as a new template.
 +
#Click '''OK'''.
 +
 +
====='''<span style="color:#800080">Using a Signature Block'''</span>=====
 +
----
 +
#Open the editor by selecting one of the many ways to send an email or create letters in the software.
 +
#Click '''Choose a Template'''.
 +
#Click the template title to select the desired signature template. Your signature block will appear.
 +
#Type the desired communication.  Your signature block will “move” down the page as you type the communication.
 +
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' If you plan to use your signature block in an email, ALWAYS select the signature block template FIRST, then compose your email. If you compose your email, then select the signature block, your email text will be over-written with the signature block template!
 +
|}
 +
 +
===='''<span style="color:#800080">Send an email using an Email Template'''</span>====
 +
----
 +
 +
#From the send email screen, click the [[File:Template.JPG|25px]] icon, in the editor toolbar.
 +
#:[[File:Predefined templates.JPG|400px|center]]
 +
#Click '''Pre-Defined Templates'''.
 +
#Click the desired template. The '''Email Text''' (body of your email) will automatically be populated with the template.
 +
#Make any desired changes to your email.
 +
#Click '''Send Now''' or '''Send Later'''.
 +
 +
===='''<span style="color:#800080">Send an email using a Saved Document'''</span>====
 +
----
 +
#From any send email screen, click the [[File:Folder.JPG|30px]] icon in the tool bar.
 +
#:[[File:Open Doc.JPG|400px|center]]
 +
#Click the desired document. The email text will be populated with the document text.
 +
 +
==Mail Merge==
 +
Similar to performing a Mail Merge in Microsoft Word, ChamberMaster / GrowthZone maintains the ability to insert a database field within the context of your communication piece, creating personalized, unique communication output.
 +
 +
===Inserting a database field===
 +
<div xmlns="http://www.w3.org/1999/xhtml">
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BZ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.1.jpg]]</span><span style="font-weight: bold; text-decoration: underline;"> </span><span style="color: #003366; font-size: 11pt; font-weight: bold; text-decoration: underline;">[[http://www.screencast.com/t/MjU2MmIx|Inserting Database Fields into Communication]]</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0I40HA">Click </span><span style="font-weight: bold;">Delete</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AZ0HA">Open the editor window</span></span> and type any text that will be consistent for all recipients. Example:  </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0H40HA">Print the Communication History entries</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E06Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.2.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E05Y0HA">Figure 6-1 Example letter that will contain Database fields</span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0G40HA">When viewing the communication history, click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Print Summary Report</span> or click <span style="font-weight: bold;">Print Detailed Report</span>.   </div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Y0HA">When you desire to insert a database field, click the </span><span style="font-weight: bold;">Add Database Field</span> icon. ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.3.jpg]]).</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,416: Line 1,565:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0F40HA">Follow the on-screen steps to print the output.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Y0HA">Click the plus sign ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.4.jpg]]) to expand the desired section and display available database field selections.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 0pt;"><span id="wwpID0E0E40HA">Export the Communication History entries</span></div>
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.5.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E01Y0HA">Figure 6-2</span></span>– Add Database Field window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0D40HA">When viewing the communication history, filter the history as desired.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZY0HA">Click to select the desired database field.  The selected field will display in the editor window within brackets. e.g. </span><span style="font-family: Arial; font-size: 10pt;"><nowiki>[</nowiki>Company Name<nowiki>]</nowiki></span> </div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0YY0HA">As you continue and actually generate the communication output, the field name will be replaced with the appropriate matching data for that member. </span></div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0C40HA">Click </span><span style="font-weight: bold;">Reports</span> and select <span style="font-weight: bold;">Download Detail Report</span>.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XY0HA">Proceed with standard steps to complete this communication.  All fields displayed in brackets will be filled with data from the member’s record.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
   <div style="margin-left: 18pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0WY0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.6.jpg]]</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
   <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0VY0HA">Figure 6-3</span><span style="font-size: 12pt;"> </span>Sample letter with Database Field inserted</div>
      <tr valign="baseline">
+
</div>
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0B40HA">Follow the prompts on your screen to either open or save the Comma Separated Value (.csv) file. If the data is displayed immediately, you may wish to select </span><span style="font-weight: bold;">Save</span> from the <span style="font-weight: bold;">File</span> menu to ensure this data is available for viewing at a later time.</div></td>
 
      </tr>
 
    </table>
 
  </div>
 
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0A40HA"> </span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0630HA">See more on how to create the entries in the history.</span></span></div>
 
  
==Working with Templates/Documents==
+
===Sending Login Information===
Communication created may be saved for future use in one of two ways - - as a document or a template.  
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TY0HA">Your members will want to login to the Member Information Center in order to view and update their membership information and member webpage, view and add Hot Deals, view and submit events, and view and add job postings.</span></div>
Saving a document allows you to name and save the communication piece to be retrieved at a later time, modified, and saved againSaving a template allows you to save the communication piece to be retrieved at a later time but will not allow any modifications to be made to the original, thus maintaining the integrity of that communication piece.
+
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SY0HA">Instead of sending their login name and password to them, you can generate an email and include a link so the member can automatically retrieve their login information.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RY0HA">A number of pre-defined templates are provided that are ready to send out and already include links to your login page and a link where they can retrieve login information.  See “Using Pre-Defined Templates”Feel free to use any of these or use the steps below to create communication of your own.</span></div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QY0HA">If you still wish to send out the login and password to your members, follow </span><span style="font-family: Calibri; font-size: 11pt;">the next steps</span> to create and print individual letters to each of your members that include login information. Sending passwords via mail may be more secure for sending passwords since most email is unencrypted. If you desire to send the login information via email, follow the same general steps below except you will select <span style="font-weight: bold;">New Email to Multiple Members</span> for Step #2.</div>
  
[http://www.chambermaster.com/directory/include/help/Videos/Comm/emtemplate/emailtemplates.html Accessing and Using Communication Templates]
+
==Remove Unwanted Headers & Footers==
 +
When creating reports and correspondence in ChamberMaster, the preview window is displayed in a browser window (i.e. Internet Explorer). Internet Explorer has a default header and footer that are wonderful when printing pages from the web, but when printing out your formal ChamberMaster reports or letters it is not usually desirable.
  
===Saving a document===
+
===Header and Footer Codes===
   <div style="margin-left: 18pt;">
+
   <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0YW0HA">The codes with the &amp; (ampersand symbol) represent certain elements within the Internet Explorer header and footer.  Use these to customize your own header or footer!</span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
  <table style="border-collapse: collapse; margin-left: -5.4pt; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; width: 412.5pt;" cellspacing="0" summary="">
      <tr valign="baseline">
+
    <tr>
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
      <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 68.75pt;">
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0O10HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span> and create the desired communication piece.</div></td>
+
         <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABL0XW0HA">Code</span></span></div>
       </tr>
+
      </td>
    </table>
+
       <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 343.75pt;">
  </div>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EAAL0XW0HA">Element the code represents</span></span></div>
  <div style="margin-left: 18pt;">
+
       </td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
    </tr>
       <tr valign="baseline">
+
    <tr>
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0N10HA">Click </span><span style="font-weight: bold;">Save</span> ( [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.1.jpg]]).  </div></td>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABK0XW0HA">&amp;w</span></span></div>
       </tr>
+
      </td>
    </table>
+
       <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  </div>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAK0XW0HA">Window title</span></div>
  <div style="margin-left: 18pt;">
+
       </td>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
    </tr>
       <tr valign="baseline">
+
    <tr>
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0M10HA">Complete the </span><span style="font-weight: bold;">Save Name</span> and <span style="font-weight: bold;">Description</span> fields in the <span style="font-weight: bold;">Save</span> window ensuring that <span style="font-weight: bold;">Save the text as a new document</span> is selected.  See Figure 5-1 below.</div></td>
+
         <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABJ0XW0HA">&amp;u</span></span></div>
      </tr>
+
      </td>
    </table>
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  </div>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAJ0XW0HA">Page address (URL)</span></div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0L10HA">[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_document-Communication.1.037.2.jpg]]</span></div>
+
      </td>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="color: #000000; font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0K10HA">Figure 5-1 </span></span><span style="color: #000000;">– Save window</span></div>
+
    </tr>
  <div style="margin-left: 18pt;">
+
    <tr>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
      <tr valign="baseline">
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABI0XW0HA">&amp;d</span></span></div>
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
      </td>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0J10HA">Click </span><span style="font-weight: bold;">OK</span>.</div></td>
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
       </tr>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAI0XW0HA">Date in short format specified by Regional Settings in Control Panel</span></div>
    </table>
+
      </td>
  </div>
+
    </tr>
 
+
    <tr>
===Saving changes to an existing document===
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
#Open the existing document and make desired changes.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABH0XW0HA">&amp;D</span></span></div>
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.1.jpg]].
+
      </td>
#Click the '''Update an existing document''' radio button.
+
       <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
#Click the '''Update an existing document''' arrow to select the desired document to update.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAH0XW0HA">Date in long format specified by Regional Settings in Control Panel</span></div>
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_changes_to_an_existing_document-Communication.1.038.2.jpg]]
+
      </td>
#Click '''OK'''.
+
    </tr>
 
+
    <tr>
===Saving a Template===
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
#Open the email editor and create the desired communication piece or open an existing document and make any desired changes.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABG0XW0HA">&amp;t</span></span></div>
#Click '''Save''' [[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.1.jpg]].
+
      </td>
#Complete the '''Save Name''' and '''Description''' fields in the '''Save''' dialog box.
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
#Click the '''Save the text as a new template''' radio button.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAG0XW0HA">Time in the format specified by Regional Settings in Control Panel</span></div>
#:[[Image:Emails_Letters_and_Mailing_Lists-Saving_a_Template-Communication.1.039.2.jpg|center]]
+
       </td>
#Click '''OK'''.
+
    </tr>
 
+
    <tr>
===Using a template===
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  <div style="margin-left: 18pt;">
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABF0XW0HA">&amp;T</span></span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      </td>
       <tr valign="baseline">
+
       <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAF0XW0HA">Time in 24-hour format</span></div>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0YZ0HA">Open the </span><span style="font-family: Calibri; font-size: 11pt;">editor</span>.</div></td>
+
       </td>
       </tr>
+
    </tr>
    </table>
+
    <tr>
  </div>
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  <div style="margin-left: 18pt;">
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABE0XW0HA">&amp;p</span></span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      </td>
       <tr valign="baseline">
+
       <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAE0XW0HA">Current page number</span></div>
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XZ0HA">Click </span><span style="font-weight: bold;">Choose a Template</span> ([[Image:Emails_Letters_and_Mailing_Lists-Using_a_template-Communication.1.040.1.jpg]]).</div></td>
+
       </td>
       </tr>
+
    </tr>
    </table>
+
    <tr>
  </div>
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  <div style="margin-left: 18pt;">
+
         <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABD0XW0HA">&amp;P</span></span></div>
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
      </td>
       <tr valign="baseline">
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAD0XW0HA">Total number of pages</span></div>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0WZ0HA">Click the template title to select the desired template.</span></div></td>
+
      </td>
      </tr>
+
    </tr>
    </table>
+
    <tr>
  </div>
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0VZ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Using_a_template-Communication.1.040.2.jpg]]</span></div>
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABC0XW0HA">&amp;&amp;</span></span></div>
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: left;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0UZ0HA">Figure 5-4</span></span> – Choose a template<br /></div>
+
      </td>
 
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
===Using Pre-defined Templates===
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAC0XW0HA">A single ampersand (&amp;)</span></div>
A number of predefined templates are provided that may be selected and brought onto your own list of templates. You may use these templates “as is” or choose to modify and then re-save with your own name. [[images/c/c9/Available_Email_Templates.pdf|Click here]] to view available email templates.
+
      </td>
 
+
    </tr>
===Adding a Predefined Template===
+
    <tr>
 
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
1. In the email edit screen, click the '''Choose a Template''' button.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABB0XW0HA">&amp;b</span></span></div>
 
+
      </td>
 
+
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
::[[File:edit_email_screen.png]]
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAB0XW0HA">The text immediately following these characters as centered</span></div>
 
+
      </td>
::'''Figure: '''The email edit screen and '''Choose a Template''' button.
+
    </tr>
 
+
    <tr>
 
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
2. Click '''Predefined Templates'''.
+
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABA0XW0HA">&amp;b&amp;b</span></span></div>
 
+
      </td>
 
+
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.3.jpg]]
+
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAA0XW0HA">The text immediately following the first "&amp;b" as centered, and the text following the second "&amp;b" as right-justified</span></div>
 
+
      </td>
::'''Figure: '''Selecting Predefined Templates
+
    </tr>
 
+
  </table>
 
+
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: left;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WW0HA">Table 7-1</span></span><span style="color: #000000;"> Header &amp; Footer options</span></div>
3. Click the template title to select the desired predefined template.
 
 
 
 
 
::[[File:Emails_Letters_and_Mailing_Lists-Using_Pre-defined_Templates-Communication.1.041.5.jpg]]
 
 
 
::'''Figure: '''Sample of predefined templates
 
 
 
 
 
4. Click '''OK''' to select another template right now or click '''Cancel''' to return to your own list of templates.
 
 
 
5. Once on your list of templates, click to select the desired template.
 
  
6. All fields with [ ] will auto-fill with the data from the member’s record or from your association contact information where appropriate.
+
==Creating a Signature Block==
  
==Mail Merge==
+
Saving your signature block as a template may save time when creating correspondence.  Design your signature block with any included text and graphics.  You may also include items that would belong in the header such as your logo.  Save it as a template.  When ready to create your correspondence, first retrieve the signature block using the '''Choose a Template''' selection.  Then type your correspondence above your signature block.  
Similar to performing a Mail Merge in Microsoft Word, ChamberMaster / GrowthZone maintains the ability to insert a database field within the context of your communication piece, creating personalized, unique communication output.
 
  
===Inserting a database field===
+
#Click '''Communication''' in the left-hand navigation bar.
<div xmlns="http://www.w3.org/1999/xhtml">
+
#Click '''Email a member'''.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0BZ0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.1.jpg]]</span><span style="font-weight: bold; text-decoration: underline;"> </span><span style="color: #003366; font-size: 11pt; font-weight: bold; text-decoration: underline;">[[http://www.screencast.com/t/MjU2MmIx|Inserting Database Fields into Communication]]</span></div>
+
#When the editor displays, create the desired signature block.  
  <div style="margin-left: 18pt;">
+
#:Hint: You might want to start the signature block with two blank lines before your actual signature lines.
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.1.jpg]]  
      <tr valign="baseline">
+
#Click '''Save'''. [[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.2.jpg]]  
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
#Complete the '''Save Name/Description''' fields in the  Save window.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AZ0HA">Open the editor window</span></span> and type any text that will be consistent for all recipients.  Example:  </div></td>
+
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.3.jpg|center]]  
      </tr>
+
#Click the '''Save the text as a new template.'''  radio button.
    </table>
+
#Click '''OK'''.  
  </div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E06Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.2.jpg]]</span></div>
+
After creating the signature block, it may be used at any time when sending emails or letters.  See “Using a Signature Block”.
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E05Y0HA">Figure 6-1 Example letter that will contain Database fields</span></div>
+
 
  <div style="margin-left: 18pt;">
+
===Using a Signature Block===
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
 
      <tr valign="baseline">
+
#Open the email editor by selecting one of the many ways to send an email or create letters in the software.  
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
#Click '''Choose a Template'''. [[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.1.jpg]]  
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Y0HA">When you desire to insert a database field, click the </span><span style="font-weight: bold;">Add Database Field</span> icon. ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.3.jpg]]).</div></td>
+
#Click the template title to select the desired signature template. Your signature block will appear.
      </tr>
+
#:[[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.2.jpg|center]]  
    </table>
+
#Type the desired communicationYour signature block will “move” down the page as you type the communication.
  </div>
+
 
  <div style="margin-left: 18pt;">
+
==='''<span style="color:#800080">Edit a Signature Block'''</span>===
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
+
----
      <tr valign="baseline">
+
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
#Open the email editor by selecting one of the many ways to send an email in the software.
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E03Y0HA">Click the plus sign ([[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.4.jpg]]) to expand the desired section and display available database field selections.</span></div></td>
+
#Click '''Choose a Template''' [[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.1.jpg]] if you saved your signature as a template '''OR''' click the [[File:Folder icon.jpg|25px]] if your signature was saved as a document.
      </tr>
+
#Click the signature title to select the desired signature template. Your signature block will appear.
    </table>
+
#:[[File:Signature.jpg|400px|center]]
  </div>
+
#Make the desired changes to your signature.
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02Y0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.5.jpg]]</span></div>
+
#Click the '''Save''' icon to save your changes. If you are saving as a template, you will need to rename the template, if you are saving as a document, you can save as a new document or over-write the previous document.
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E01Y0HA">Figure 6-2</span></span>– Add Database Field window</div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0ZY0HA">Click to select the desired database fieldThe selected field will display in the editor window within brackets. e.g. </span><span style="font-family: Arial; font-size: 10pt;"><nowiki>[</nowiki>Company Name<nowiki>]</nowiki></span> </div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 36pt;"><span id="wwpID0E0YY0HA">As you continue and actually generate the communication output, the field name will be replaced with the appropriate matching data for that member. </span></div>
 
  <div style="margin-left: 18pt;">
 
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
      <tr valign="baseline">
 
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
 
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0XY0HA">Proceed with standard steps to complete this communication.  All fields displayed in brackets will be filled with data from the member’s record.</span></div></td>
 
      </tr>
 
    </table>
 
  </div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0WY0HA">[[Image:Emails_Letters_and_Mailing_Lists-Inserting_a_database_field-Communication.1.043.6.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0VY0HA">Figure 6-3</span><span style="font-size: 12pt;"> </span>Sample letter with Database Field inserted</div>
 
</div>
 
  
===Sending Login Information===
+
=='''<span style="color:#800080">Email Designer'''</span>==
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0TY0HA">Your members will want to login to the Member Information Center in order to view and update their membership information and member webpage, view and add Hot Deals, view and submit events, and view and add job postings.</span></div>
+
----
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0SY0HA">Instead of sending their login name and password to them, you can generate an email and include a link so the member can automatically retrieve their login information.</span></div>
+
With your ChamberMaster/MemberZone software, the '''Email Designer''' provides you the ability to create and design your own newsletters and email templates. The Email Designer is extremely flexible and provides tools for basic content elements that you can use to create and design your newsletter. Your content will look great on all devices, browsers and email clients. We have included several templates for you, that you can update and customize as needed. Or you can simply start from scratch and create your own templates. <br>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0RY0HA">A number of pre-defined templates are provided that are ready to send out and already include links to your login page and a link where they can retrieve login informationSee “Using Pre-Defined Templates”. Feel free to use any of these or use the steps below to create communication of your own.</span></div>
+
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0QY0HA">If you still wish to send out the login and password to your members, follow </span><span style="font-family: Calibri; font-size: 11pt;">the next steps</span> to create and print individual letters to each of your members that include login information. Sending passwords via mail may be more secure for sending passwords since most email is unencrypted. If you desire to send the login information via email, follow the same general steps below except you will select <span style="font-weight: bold;">New Email to Multiple Members</span> for Step #2.</div>
+
[[File:Video-call-24.jpg|link=https://www.growthzone.com/email-designer/]] '''See the Email Designer in Action!!
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:One Row.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' The '''Email Designer''' is available as an '''Add-on''' feature for those who have Plus, Premier, or Pro edition. For information on pricing, please reach out to [mailto:engagement@growthzone.com engagement@growthzone.com]
 +
|}
 +
 
 +
==='''<span style="color:#800080">Designing Your Newsletters'''</span>===
 +
----
 +
===='''<span style="color:#800080">View Default Newsletter Templates'''</span>====
 +
----
 +
We have provided you with several newsletter templates that you can use as designed, or edit to suit your business needs. Many standard and custom tools are available to you for designing your templates.   
 +
#Click '''Communications''' in the left-hand navigation panel.
 +
#Click '''New Email to Multiple Members'''.
 +
#Select desired recipients. You may not actually wish to send the newsletter, this is simply the method to access the template.
 +
#Click '''Edit with Email Designer'''.
 +
#:[[File:Save email template 2020.jpg|600px|none]]
 +
#Select the template you wish to view from the '''Template''' list.
 +
===='''<span style="color:#800080">Edit Default Newsletter Templates'''</span>====
 +
----
 +
We have provided you with a variety of newsletter templates that you can use as designed, or edit to suit your business needs. Many standard and custom tools are available to you for designing your templates. 
 +
#Click '''Communications''' in the left-hand navigation panel.
 +
#Click '''New Email to Multiple Members'''.
 +
#Select desired recipients. You may not actually wish to send the newsletter, this is simply the method to access the template.
 +
#Click '''Edit with Email Designer'''.
 +
#:[[File:Save email template 2020.jpg|600px|none]]
 +
#Select the template you wish to edit from the '''Template''' list.
 +
#Make desired changes to the template.
 +
#When you have made all changes, click the '''Save/Manage''' button.
 +
#:[[File:Manage template 2020.jpg|300px|center]]
 +
#When editing a default template, you must create a new template. Enter a '''Name''' for the template. If you are editing a template that you customized or created from scratch, you will be able to over-write an existing template.
 +
#Click '''Save Template'''.
 +
===='''<span style="color:#800080">Create a Newsletter Template from Scratch'''</span>====
 +
----
 +
We have provided you with several newsletter templates that you can use as designed, or edit to suit your business needs. Many standard and custom tools are available to you for designing your templates. 
 +
#Click '''Communications''' in the left-hand navigation panel.
 +
#Click '''New Email to Multiple Members'''.
 +
#Select desired recipients. You may not actually wish to send the newsletter, this is simply the method to access the template.
 +
#Click '''Edit with Email Designer'''. The last email that you were working will appear. To start with an entirely blank email template, you may need to select another template (it doesn’t matter which one) and then select '''Select an Email Template''' from the Template drop-down list. Click '''OK''' when it asks if you are sure if you want to load another template.
 +
#Drag and drop the standard blocks and custom blocks you wish to include in your template. See further instructions below.
 +
#Once you have created your template, click the '''Save/Manage''' button.
 +
#:[[File:Manage template 2020.jpg|400px|center]]
 +
#Enter a '''Name''' for the template.
 +
#Click '''Save Template'''.
  
==Remove Unwanted Headers & Footers==
+
==='''<span style="color:#800080">Template Settings - Global'''</span>===
When creating reports and correspondence in ChamberMaster, the preview window is displayed in a browser window (i.e. Internet Explorer). Internet Explorer has a default header and footer that are wonderful when printing pages from the web, but when printing out your formal ChamberMaster reports or letters it is not usually desirable.
+
----
 +
===='''<span style="color:#800080">Template Body'''</span>====
 +
----
 +
Using the '''Body''' option, you can define the global settings for your templates, including the width of the template, the background color, default fonts to be used, link color, etc. 
 +
[[File:Body tool 2020.jpg|400px|center]]
  
===Header and Footer Codes===
+
==='''<span style="color:#800080">Standard Tools'''</span>===
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0YW0HA">The codes with the &amp; (ampersand symbol) represent certain elements within the Internet Explorer header and footer. Use these to customize your own header or footer!</span></div>
+
----
  <table style="border-collapse: collapse; margin-left: -5.4pt; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; width: 412.5pt;" cellspacing="0" summary="">
+
Tools are basic content elements that are used to design your templates. Text, image, and button are some examples of the built-in tools. To start using these tools, you will simply drag them into your newsletter to add content. Content formatting options are displayed when a tool is add to your document.
    <tr>
+
[[File:Standard tools all options 2020.jpg|300px|center]]
      <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 68.75pt;">
+
===='''<span style="color:#800080">Columns'''</span>====
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABL0XW0HA">Code</span></span></div>
+
----
      </td>
+
Rows and columns make it easy to organize content elements, like images and text. When getting started with designing your newsletter, you may wish to use the column tool to add columns and rows first, so you can then add additional content in just the right place.
      <td style="background-color: #000066; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt; vertical-align: bottom; width: 343.75pt;">
+
Drag & drop the '''Column''' tool into your template. You will then be able to define the number of columns in each row. Add as many rows as needed, you will always be able to go back and remove rows or change the number of columns you have added to the rows.
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EAAL0XW0HA">Element the code represents</span></span></div>
+
 
      </td>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding columns to your template'''''</span>
    </tr>
+
:[[File:Columns in action.jpg|500px|center|link=https://www.screencast.com/t/Ik8gaElpkY]]
    <tr>
+
 
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
===='''<span style="color:#800080">Text'''</span>====
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABK0XW0HA">&amp;w</span></span></div>
+
----
      </td>
+
{|
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
|-
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAK0XW0HA">Window title</span></div>
+
|style="padding: 20px" |
      </td>
+
[[File:Text tool icon 2020.jpg|50px]]
    </tr>
+
||The '''Text''' tool allows you to add the text block to your newsletter. Simply drag and drop the block into your newsletter, and type your text. Standard word processing functions are available, such as font size, alignment, etc, are available for formatting your text. The ability to insert merge fields allows for further customization, such as the recipients name or organization.
    <tr>
+
|}
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
'''TIPS:'''
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABJ0XW0HA">&amp;u</span></span></div>
+
*Ensure your text is easy to read, and avoid the pitfalls of using background or font colors that make your text difficult to read.
      </td>
+
*A variety of fonts are available for your text, however, stick to standard web safe fonts, such as Arial, Verdana, Georgia, Times New Roman, and Courier. Not all fonts are supported universally, so if you’re using something niche, you may be at the mercy of having the email platform it’s displayed on change it to something else—which could potentially affect spacing, layout, and the overall look.
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
===='''<span style="color:#800080">Add Merge Tags to Text'''</span>====
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAJ0XW0HA">Page address (URL)</span></div>
+
----
      </td>
+
When working with the text tool, you have the ability to insert merge fields for further customization. Member and representative fields are available.
    </tr>
+
#Drag & Drop the text block into your newsletter.
    <tr>
+
#If needed, begin typing your text.
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
#Place your cursor where you would like to insert the merge field.
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABI0XW0HA">&amp;d</span></span></div>
+
#:[[File:Cm mz merge tags.jpg|400px|center]]
      </td>
+
#Click '''Merge Tags''' and select the desired tag.
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
 
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAI0XW0HA">Date in short format specified by Regional Settings in Control Panel</span></div>
+
===='''<span style="color:#800080">Image Tool'''</span>====
      </td>
+
----
    </tr>
+
{|
    <tr>
+
|-
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
|style="padding: 20px" |  [[File:Image icon 2020.jpg|55px]] ||A newsletter full of text can be very boring to look at, and images can be a really great way of communicating what you're about to your readers. Images can help readers to connect with the content of your email and can keep their attention focused on the right area. Use the '''Image''' tool to add images to your newsletter. Simply drag & drop the image tool into your newsletter template, then upload your image and format as needed. 
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABH0XW0HA">&amp;D</span></span></div>
+
|}
      </td>
+
'''<span style="color:#800080">TIP:'''</span>'''
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
:Because some email clients don’t display background images, ensure that your email looks good and works without images. Enter a short image description in the Alternate text field to describe any images you use so that even with images disabled, the newsletter will still make sense.
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAH0XW0HA">Date in long format specified by Regional Settings in Control Panel</span></div>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding images to your template'''''</span>
      </td>
+
:[[File:Columns in action.jpg|500px|center|link=https://www.screencast.com/t/FruWvC0js]]
    </tr>
+
A variety of stock images are also available for you to use. Click the '''Images''' icon, to choose an image, and drag & drop it into your newsletter.
    <tr>
+
[[File:Stock images 2020.jpg|600px|center]]
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
===='''<span style="color:#800080">Video Tool'''</span>====
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABG0XW0HA">&amp;t</span></span></div>
+
----
      </td>
+
{|
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
|-
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAG0XW0HA">Time in the format specified by Regional Settings in Control Panel</span></div>
+
| style="padding: 20px" | [[File:Video tool 2020.jpg|55px]] ||Videos embedded in your newsletter are a dynamic way to engage your readers. Using the Video tool, you can include a YouTube or Vimeo URL to automatically generate a preview image. The image will then link to the provided URL.
      </td>
+
|}
    </tr>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a video to your template'''''</span>
    <tr>
+
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/89s0dgICK2b]]
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
 
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABF0XW0HA">&amp;T</span></span></div>
+
===='''<span style="color:#800080">HTML Tool'''</span>====
      </td>
+
----
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
{|
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAF0XW0HA">Time in 24-hour format</span></div>
+
|-
      </td>
+
|style="padding: 20px" | [[File:Html tool icon 2020.jpg|55px]] ||The '''HTML''' tool allows you to add custom HTML content into your template. We recommend that only users familiar with HTML use these blocks since adding custom code to the template can affect its rendering and responsiveness. Once you have added the HTML block to your newsletter, default code '''"Hello world!"''' is displayed,  click on the content block to add you HTML code.  You can write your own HTML or paste in existing HTML in the code editor, then click Save Code to return to the email template. As you enter your code, an immediate preview is displayed in your newsletter.
    </tr>
+
|}
    <tr>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding HTML Code to your template'''''</span>
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/4v8IY2xUTk]]
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABE0XW0HA">&amp;p</span></span></div>
+
 
      </td>
+
===='''<span style="color:#800080">Divider Tool'''</span>====
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
----
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAE0XW0HA">Current page number</span></div>
+
{|
      </td>
+
|-
    </tr>
+
|style="padding: 20px" | [[File:Divider tool 2020.jpg|55px]] ||The Divider tool allows you to add styled horizontal lines that divide your content. This will help organize and add visual content in your newsletter. Drag and drop the tool into your newsletter, then click anywhere on the divider to open the editing tool. You will be able to change the thickness, length, and padding of the divider lines.
    <tr>
+
|}
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a divider to your template'''''</span>
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABD0XW0HA">&amp;P</span></span></div>
+
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/yEmyVmXZ0]]
      </td>
+
 
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
===='''<span style="color:#800080">Button Tool'''</span>====
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAD0XW0HA">Total number of pages</span></div>
+
----
      </td>
+
{|
    </tr>
+
|-
    <tr>
+
|style="padding: 20px" | [[File:Button tool 2020.jpg|50px]]||The '''Button''' tool can be used to drive your readers to action. Perhaps you want to send the reader to your events page, or event a fundraiser page. By using this tool you can send the reader to these external links. Alternately, buttons may be used to send an email, dial a phone number, or event send an SMS. Drag & Drop the button onto your newsletter, then you will be able to style to button, and configure the desired action.
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
|}
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABC0XW0HA">&amp;&amp;</span></span></div>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a Button to your template'''''</span>
      </td>
+
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/irNQrIQHbrJl]]
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
 
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAC0XW0HA">A single ampersand (&amp;)</span></div>
+
==='''<span style="color:#800080">Custom Tools'''</span>===
      </td>
+
----
    </tr>
+
We have provided tools custom to your association. You can include a list of your new members, a list of upcoming events, lists of hot deals, etc.
    <tr>
+
===='''<span style="color:#800080">Add a List of New Members to Your Newsletter'''</span>====
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
----
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABB0XW0HA">&amp;b</span></span></div>
+
{|
      </td>
+
|-
      <td style="background-color: #FFFFCC; padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
|style="padding: 20px" | [[File:New members icon email designer 2020.jpg|75px]]||The '''New Members''' custom tool  allows you to easily put the spotlight on your new members. You will be able to define the members displayed based on a join date range.
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAB0XW0HA">The text immediately following these characters as centered</span></div>
+
|}
      </td>
+
 
    </tr>
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of New Members to your template'''''</span>
    <tr>
+
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/Zbvqm5fL39]]
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
 
        <div style="font-family: Calibri; font-size: 11pt;"><span style="font-weight: bold;"><span id="wwpID0EABA0XW0HA">&amp;b&amp;b</span></span></div>
+
Drag and drop the new members block into your newsletter, then configure:
      </td>
+
*The join date range
      <td style="padding-bottom: 3pt; padding-left: 3pt; padding-right: 3pt; padding-top: 3pt;">
+
*Set container padding - this is the space that will surround the list
        <div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0EAAA0XW0HA">The text immediately following the first "&amp;b" as centered, and the text following the second "&amp;b" as right-justified</span></div>
+
*The order in which you would like the members to display
      </td>
+
*Your members can will be displayed as a bulleted list, with hyper links to the member directory. Feel free to edit the block and remove the bullet points or format in your desired way. '''NOTE''': Note: Any formatting that you apply yourself after the members are loaded would be lost if you needed to reload the members list again for any reason (such as changing the date range).
    </tr>
+
[[File:New members email designer 2020.jpg|800px|center]]
  </table>
+
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: left;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0WW0HA">Table 7-1</span></span><span style="color: #000000;"> Header &amp; Footer options</span></div>
+
===='''<span style="color:#800080">Add a List of Member Anniversaries to Your Newsletter'''</span>====
 +
----
 +
{|
 +
|-
 +
|style="padding: 20px" | [[File:Anniversary icon 2020.jpg|75px]]||Recognize your longtime members by using the '''Anniversary''' block.
 +
|}
 +
 
 +
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of Member Anniversaries to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/8FdlW3GxB]]
 +
 
 +
Drag & Drop the Anniversary block into your newsletter, then click the block to:
 +
*Select the anniversary and years of membership
 +
*Use the text editor options to format your text, add additional verbiage, and other pertinent links. '''Note''': Any formatting that you apply yourself after the anniversaries are loaded would be lost if you needed to reload the list again for any reason (such as changing the month and years.
 +
 
 +
===='''<span style="color:#800080">Add a List of Upcoming Events to Your Newsletter'''</span>====
 +
----
 +
{|
 +
|-
 +
|style="padding: 20px" |
 +
[[File:Events icon 2020.jpg|80px|center]]
 +
  ||Promote your events using the '''Upcoming Events''' custom tool. Once included in your newsletter/email, recipients will be able to view event details and link the the event page and registration page.
 +
|}
 +
 
 +
 
 +
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of upcoming events to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/fjJFaU3f]]
 +
 
 +
Drag & Drop the Events block into your news letter, then click the block to:
 +
*Select the events date range to be included in your newsletter
 +
*Select Event category if desired; leaving blank will select all event categories.
 +
*Select the whether to include the event date or not.
 +
*Use the text editor options to format your text, add additional verbiage, and other pertinent links. '''Note''': Any formatting that you apply yourself after the upcoming events are loaded would be lost if you needed to reload the list again for any reason (such as changing the date range).
 +
[[File:Events calendar newsletter 2020.jpg|800px|center]]
 +
 
 +
===='''<span style="color:#800080">Add a List of Job Postings to your Newsletter'''</span>====
 +
----
 +
{|
 +
|-
 +
|style="padding: 20px" |
 +
[[File:Job posting email designer icon 2020.jpg|70px|center]]
 +
  ||Promote your members' job listings by using the '''Job Posting''' block.
 +
|}
 +
 
 +
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of active Job Postings to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/dvr2PL3cn]]
 +
 
 +
Drag & drop the '''Job Posting''' block into your news letter, then click the block to:
 +
*Enter the active date of the job postings that you’d like to include in the newsletter.
 +
*Choose whether to include the Member Name and category.
 +
*Set a maximum number of job postings to display if the results on the selected active date range would be exceeded.
 +
*Select to Order by Job Posting Title, Member Name or Category.
 +
*Use the text editor options to format your text, add additional verbiage, and other pertinent links. '''Note''': Any formatting that you apply yourself after the job postings are loaded would be lost if you needed to reload the list again for any reason (such as changing the active date).
 +
 
 +
===='''<span style="color:#800080">Add a List of Hot Deals to your Newsletter'''</span>====
 +
----
 +
{|
 +
|-
 +
|style="padding: 20px" |
 +
[[File:Hot deals email designer icon 2020.jpg|70px|center]]
 +
  ||Promote your members' hot deals by using the Hot Deals block.
 +
|}
  
==Creating a Signature Block==
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of Hot Deals to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/nfE57DN0vc1X]]
  
Saving your signature block as a template may save time when creating correspondence. Design your signature block with any included text and graphics. You may also include items that would belong in the header such as your logo. Save it as a template.  When ready to create your correspondence, first retrieve the signature block using the '''Choose a Template''' selection. Then type your correspondence above your signature block.
+
Drag & drop the '''Hot Deals''' block into your news letter, then click the block to:
 +
*Select the Public Active Deals As Of. The Hot Deals included in your newsletter will be those active beyond this date.
 +
*Choose to include the member's name in the newsletter.
 +
*Choose to include the hot deal valid dates
 +
*Define the maximum number of hot deals to be included
 +
*The order in which you wish the hot deals will be displayed.
 +
*Use the text editor options to format your text, add links and merge fields
  
#Click '''Communication''' in the left-hand navigation bar.
+
===='''<span style="color:#800080">Add a List of News Releases to your Newsletter'''</span>====
#Click '''Email a member'''.
+
----
#When the editor displays, create the desired signature block.
+
{|
#:Hint: You might want to start the signature block with two blank lines before your actual signature lines.
+
|-
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.1.jpg]]
+
|style="padding: 20px" |
#Click '''Save'''. [[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.2.jpg]]
+
[[File:News_releases_email_designer_icon_2020.png|70px|center]]
#Complete the '''Save Name/Description''' fields in the  Save window.
+
  ||Get more from your news releases by including them in your newsletter.
#:[[Image:Emails_Letters_and_Mailing_Lists-Creating_a_Signature_block-Communication.1.050.3.jpg|center]]  
+
|}
#Click the '''Save the text as a new template.''' radio button.
 
#Click '''OK'''.
 
 
 
After creating the signature block, it may be used at any time when sending emails or letters.  See “Using a Signature Block”.
 
 
 
===Using a Signature Block===
 
  
#Open the editor by selecting one of the many ways to send an email or create letters in the software.
 
#Click '''Choose a Template'''. [[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.1.jpg]]
 
#Click the template title to select the desired signature template. Your signature block will appear.
 
#:[[Image:Emails_Letters_and_Mailing_Lists-Using_a_Signature_Block-Communication.1.051.2.jpg|center]]
 
#Type the desired communication.  Your signature block will “move” down the page as you type the communication.
 
  
==Communicating Using Groups & Mailing Lists==
 
Sending communication via email and letters may be simplified by creating self-defined groups in the ChamberMaster '''Groups''' module.
 
  
For instance, if you frequently send emails to your Budget Committee . . instead of selecting the 12 members of that committee each time you send an email, you first create a group in the '''Groups''' module called the Budget Committee. Add each of the 12 members to that group. Then when you go to send the email, you simply select the Budget committee as the recipient of the email with one simple click.
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of News Releases to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/ZC5kDPad]]
  
If you send a monthly newsletter, the '''Groups''' module is where you will create and maintain this mailing list group. This group may then be selected at the appropriate time throughout ChamberMaster when you desire to send them email or print mailing labels and letters for them.
+
Drag & Drop the News Release block into your news letter, then click the block to:
 +
*Enter the active date of the News Release that you’d like to include in the newsletter.
 +
*Choose whether to include the Member Name and Release Date.
 +
*Set a maximum number of News Release to display if the results on the selected active date range would be exceeded.
 +
*Select to Order by News Release Title, Member Name or Release Date.
 +
*Use the text editor options to format your text, add additional verbiage, and other pertinent links. '''Note''': Any formatting that you apply yourself after the News Release are loaded would be lost if you needed to reload the list again for any reason (such as changing the active date).
  
[[File:Communication.1.056.1.jpg]]
+
===='''<span style="color:#800080">Add a List of Blogs to your Newsletter'''</span>====
 +
----
 +
{|
 +
|-
 +
|style="padding: 20px" |
 +
[[File:Blog posts email designer icon 2020.jpg|70px|center]]
 +
  ||Blogging is a great way to promote your chamber, increase traffic to your chamber website and help inform the community. Use the Blog tool to add your blogs to your newsletter.
 +
|}
  
'''Figure 9-1''' the Groups module
+
'''''<span style="color:#800080">Learn more! View a short tutorial on adding a list of blogs and blog posts to your template'''''</span>
 +
:[[File:Columns in action.jpg|400px|center|link=https://www.screencast.com/t/IKPVhCjNCw]]
  
===Creating a group or mailing list===
+
Drag & Drop the '''Blog''' block into your news letter, then click the block to:
''REDIRECT'' [[Groups]]
+
*Select Blog posts from/through dates
====Groups====
+
*Select if you wish to include the blog '''Post Date'''
#Click '''Groups''' in the left-hand menu.
+
*Select if you wish to include the blog '''Post Summary'''
#Click '''Create a Group''' on the '''Home''' tab.
+
*If you need to restrict the lists of posts displayed, you can adjust the '''Maximum List Size''' option
#:[[File:Communication.1.057.1.jpg]]
+
*Use the text editor options to format your text, add links and merge fields. '''Note''': Any formatting that you apply yourself after the News Release are loaded would be lost if you needed to reload the list again for any reason.
#:'''Figure: Create a group'''
 
#Complete the Create a New Group fields for this new group.
 
#:[[File:Communication.1.057.2.jpg]]
 
#:'''Figure: "Create a New Group" fields–tabbed view'''
 
#Click '''Save.'''
 
#Click the '''Group Name''' of the new group on the '''Home''' tab.
 
#Click the '''General''' tab. Make sure the settings are correct.
 
#:[[File:Communication.1.057.3.jpg|framed|none|Group Options and Settings]]
 
##When selected, this roster list will be shown as a group/interest that may be searched by members in the Member Information Center.
 
##When selected, members will have opportunity to join/leave this group/interest on their own in the Member Information Center. The selection of Group Participant list or Rep Interest list determines where the selection will take place – under Groups or under Interests. Interests.
 
##This option allows the group to be contacted through the Member Information Center Message Center
 
##When selected, this group will display on your website in the Groups public module available at <nowiki>http://yoursubdomain.yourdomain.com/groups.</nowiki>
 
##:*Click '''Public Display Settings''' to modify how the group is displayed
 
##When selected, this group will appear on your public website at the suggested URL where the public may add themselves to the group. Often used for consumers to subscribe to (join) your mailing lists.
 
##When selected, this group name will be displayed on the email subscription opt-in/out page
 
##When selected, this group cannot be unsubscribed from
 
##When selected, this group will be accessible through the community app (when purchased)
 
#Click the '''Roster''' tab.
 
#Click one or more of the Add Group Members selections to add members to your group.
 
#Continue adding representatives to your group using the '''Add Group Members''' selections until your group is complete.
 
  
[[Category: Groups]]
+
==='''<span style="color:#800080">Email Designer Common Tasks'''</span>===
 +
----
 +
===='''<span style="color:#800080">Copy/Duplicate a Block'''</span>====
 +
----
 +
#Click the block you wish to copy.
 +
#Click the [[File:Copy icon 2020.jpg|25px]] icon. A copy of the block will be placed directly below the original block.
 +
===='''<span style="color:#800080">Move a Block'''</span>====
 +
----
 +
#Click the block you wish to move.
 +
#Click the [[File:Move icon 2020.jpg|25px]] icon.
 +
#Drag the block to the desired location.
 +
===='''<span style="color:#800080">Delete a Block'''</span>====
 +
----
 +
#Click the [[File:Trash icon 2020.jpg|25px]] icon.
 +
#Confirm that you wish to delete the block.
  
===Selections for adding group members===
+
=='''<span style="color:#800080">Managing Quarantined Emails'''</span>==
<div xmlns="http://www.w3.org/1999/xhtml">
+
----
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0BV0HA">Examples of the various ways to add group members follows.</span></div>
+
Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members.  
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0AV0HA">Add representatives by type/status</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E06U0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E05U0HA">Figure 9-5 Selecting reps </span></span>by type/status</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span style="font-weight: bold;"><span id="wwpID0E04U0HA">Community Member Reps</span></span> are those individuals specified on the <span style="font-weight: bold;">Reps</span> tab in the <span style="font-weight: bold;">Members</span> module for the record titled <span style="font-weight: bold;"><nowiki>[</nowiki></span><span style="font-family: Calibri; font-size: 9pt;">Community Member</span><span style="font-weight: bold;"><nowiki>]</nowiki></span>.  These individuals are not associated with a particular company/member but may still be selected as group members.</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E03U0HA">Add representatives by member</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E02U0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.2.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E01U0HA">Figure 9-6 Selecting reps </span></span>by member</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0ZU0HA">When selecting to add reps by member, </span><span style="text-decoration: underline;">all</span> reps from that selected member will be added to the roster list.  Then, if desired, you may remove all Inactive reps by clicking <span style="font-weight: bold;">Remove Inactive Reps</span> at the bottom of the roster.  All inactive reps from all members would be removed from the group at that time. </div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0YU0HA">More than one member may be selected by pressing Ctrl-click on each desired member.  Then click the </span><span style="font-weight: bold;">&gt;&gt;</span> arrow.</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0XU0HA">Add representatives by category</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0WU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0VU0HA">Figure 9-7 </span></span>Selecting reps by  category</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0UU0HA">In this example, the Automotive Parts &amp; Service category has only one active member but also one member that may be courtesy, prospective, non-member or dropped.  With settings currently displayed, only the one member’s reps will be added to the group.</span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0TU0HA">Only one category may be selected at a time. </span></div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0SU0HA">Add representatives from other groups</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0RU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.4.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0QU0HA">Figure 9-8</span></span> Selecting reps from other groups</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PU0HA">Only one group may be selected at a time.  </span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0OU0HA">Use this selection to create a new group based on membership from a previous group or to merge reps from another group into this new group. No reps are removed from the source groups – just copied.</span></div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0NU0HA">Add individual representatives</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0MU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.5.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0LU0HA">Figure 9-9</span></span> Adding individual representatives</div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0KU0HA">More than one rep may be selected by pressing Ctrl-click on each desired rep.  Then click the</span><span style="font-weight: bold;"> &gt;&gt;</span> arrow.</div>
 
  <div style="color: #808080; font-family: Cambria; font-size: 14pt; margin-left: 36pt; margin-top: 10pt;"><span id="wwpID0E0JU0HA">Add specific reps by member name</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0IU0HA">[[Image:Emails_Letters_and_Mailing_Lists-Selections_for_adding_group_members-Communication.1.054.6.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0HU0HA">Figure 9-10</span><span style="font-size: 12pt;"> </span>Adding reps from specific members</div>
 
</div>
 
  
===Maintaining the group/mailing list===
+
To assist you in this task, a process runs on a nightly basis to scan all emails in your database for email addresses for invalid status. The following types of addresses would be considered invalid:
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0FU0HA">Contact information (i.e. email addresses, phone numbers, addresses etc.) are updated automatically when changes are made in the </span><span style="font-weight: bold;">Members</span> module.  Group membership must be maintained through manual selection or removal of names.  </div>
+
*Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.)
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0EU0HA">Adding new member names to the groups could be done at any time, however, two detailed concepts are provided below that may assist in providing a consistent procedure at your chamber.  The two examples are adding new members to the mailing list either periodically or immediately.</span></div>
+
*The domain of the email address doesn't exist
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0DU0HA">Removing representatives from mailing lists or groups may be done at any time manually or may be completed during the process of changing a member status to </span><span style="font-weight: bold;">Dropped/Inactive</span>.</div>
+
*The address of the recipient no longer exists on the receiving server
 +
*The MX record of the domain itself doesn't exist.  
  
===Add New Members to a Mailing List Periodically===
+
These are all cases where the email would never make it through to anyone.  
Group membership must be maintained through manual selection or removal of names. To keep your initial mailing list up-to-date, you might consider running a monthly report to add new members to your mailing list.
 
  
1. Click '''Membership Report''' – '''Multiple Members in the Reports''' module.
+
GrowthZone has implemented processes to identify and quarantine emails that have been identified as invalid in your database, while keeping you in full control of your addresses.
  
 +
'''Summary of New Process''':
 +
#The process runs on a nightly basis.
 +
#An Email warning of upcoming quarantine will be sent 30 days prior to quarantine to notify you that email(s) are to be quarantined. This email is sent to those staff members who have subscribed to the '''Invalid Email Address Notifications''' notification (See '''[[Administrator_Tasks#Set_Email_Notifications|Staff Email Notifications]]''' for information on subscribing to the notification). '''[https://www.screencast.com/t/FhMIy0hmHBX Sample Email]'''.
 +
#:The email contains action links to:
 +
#:*Re-check the email – if the email is verified, then the email is no longer subject to quarantine, and will be returned to normal status
 +
#:*Change Address – this option will allow you to update the email address, and it will then be run through the nightly scan. If the email address is verified, it will be returned to normal status.
 +
#:*Mark As Good – this option allows you to mark an email as good and return to normal status in the database. It will be rechecked in 90 days.
 +
#::'''NOTE:''' A new item has been added to the '''Task List''', that will allow you to link to quarantined emails and perform the actions described above.
 +
#A reminder email '''warning''' will be sent five days prior to the final quarantine of emails. [https://www.screencast.com/t/VrlZnvkA Sample Email].
 +
#One final email will be sent, on the day of the quarantine,  indicating the emails have been quarantined. But, note, that staff may recheck, change or mark as good at any time, even if quarantined.
 +
::'''NOTE:''' You can check on the invalid list at any time by clicking '''Invalid Emails''' in the '''Task List'''.
  
[[File:Communication.1.066.1.jpg]]
+
==='''<span style="color:#800080">Quarantined Invalid Email Address Report'''</span>===
 +
----
  
'''FIGURE 9-11''' Membership Reports
+
The '''Quarantined Invalid Email Address''' report provides a list of all emails that have been marked as invalid, and removed from your database. Due to increased vigilance from outside organizations that rank email sender reputation, having a clean email address list is very important to ensure all of our customers can continue to communicate reliably to their members. The following types of addresses would be considered invalid: Addresses where the syntax is incorrect (e.g. multiple @ symbols, extra space, etc.), the domain of the email address doesn't exist, the address of the recipient no longer exists on the receiving server, and when the MX record of the domain itself doesn't exist. These are all cases where the email would never make it through to anyone.
  
 +
The report consists of two sections: '''Emails Quarantined''' and '''Will Be Quarantined'''. The report includes the email address, name of member or rep, the member/rep ID, location in the database the address has been removed from (clicking the location will take you to the page in the database where the email was used), reason why the address was removed, date of removal.
  
2. Click '''Member Join Report'''.
+
You can access the '''Quarantined Invalid Email Addresses''' by clicking the '''Invalid Emails''' link in the task list or through the reports module.
  
 +
[[File:Invalid Emails1.JPG|1000px|center]]
  
[[File:Communication.1.066.2.jpg]]
 
  
'''FIGURE 9-12''' Member join report
+
When an email is quarantined, an automated email will be sent to all staff that are signed up to receive email notification.  All staff will be set to have this notification enabled by default. See '''[[Administrator_Tasks#Set_Email_Notifications|Set Email Notifications]]''' for further details on subscribing to the notification.
  
 +
Duplicate emails may be displayed in your report. For example, if you have the same email associated to a member and to a representative, the email will be displayed twice in your report. By default '''ALL''' emails in your database will be displayed in the report, including those of inactive members and/or reps. You can filter the report as needed, to display only active members/reps.
  
3. Type the desired date range in the '''Join Date''' fields.
 
  
4. Click '''View/Print Summary''' Listing.
+
Are the invalid addresses removed from my database?
 +
A: No. When it is determined that an address is invalid, the address is marked 'to be quarantined' in 30 days. After the 30 days, the address will be 'quarantined', meaning it will no longer appear on the member/rep record.  It still can be found on the Quarantined Invalid Email Addresses report where all available actions are still possible, even after quarantine has occurred.
 +
{| class="wikitable"
 +
|-
 +
|
 +
[[File:Smallest.png|25px]]
 +
| style="width: 100%"| '''NOTE:''' Invalid email address are '''NOT''' removed from your database. Once quarantined, the address will no longer appear on the member/rep record. It can still be found on the '''Quarantined Invalid Email Addresses''' report where all available actions are still possible.  
 +
|}
  
 +
See more details of the Invalid Email Address cleanup '''[http://events.chambermaster.com/news/details/invalid-email-address-cleanup here]'''.
  
[[File:Communication.1.066.3.jpg]]
+
===='''<span style="color:#800080">Recheck an Invalid Email'''</span>====
 +
----
  
'''FIGURE 9-13''' Selecting report criteria
+
On the '''Quarantined Invalid Email Report''' click the '''Re-check''' link next to the email address you would like to check.
 +
[[File:Invalid Emails2.jpg|1000px|center]]
 +
The results of the re-check will be displayed, as shown below.
  
5. View or print the desired list of new members and then click '''Close'''.  
+
[[File:Recheck.JPG|800px|center]]
  
6. With this list in hand, click '''Groups''' in the left-hand navigation bar.
+
If the address is found to be valid, will be removed from the Quarantine list. If the address is found to be invalid, it will remain on the quarantine list.
  
7. Click the '''Home''' tab.
+
===='''<span style="color:#800080">Mark an Invalid Email as Good'''</span>====
 +
----
 +
After running Re-Check, if you've personally verified this address is good even though the verification system indicates it is not, we've given you an option to mark it as good  and remove it from the Quarantine list. Please do not abuse this option; we want to protect your email sender reputation.
  
8. Click the '''Group Name''' of the mailing list to be modified.
+
[[File:Invalid Emails3.jpg|1000px|center]]
  
 +
#On the '''Quarantined Invalid Email Report''' click the '''MarkAsGood''' link next to the email address you would like to mark as good.
 +
#:[[File:Markasgood.JPG|800px|center]]
 +
#Review the warning information on the '''Mark as Good''' dialog box.
 +
#If you wish to proceed, click the '''Mark as Good''' button.
  
[[File:Communication.1.066.5.jpg]]
+
===='''<span style="color:#800080">Change an Invalid Email address'''</span>====
 +
----
  
'''FIGURE 9-14''' Selecting the group
+
Using the '''Quarantined Invalid Email''' report, you can correct an invalid email address. The correction will be updated throughout their record; the current address will then be removed from the Quarantine list.
  
9. Click the '''Roster''' tab.
+
[[File:Invalid Emails4.jpg|1000px|center]]
  
10. Click '''add representatives by member''' in the '''Add Group Members''' area.
+
#On the '''Quarantined Invalid Email Report''' click the '''Change''' link next to the email address you would like to change.
 +
#:[[File:Change email address.JPG|500px|center]]
 +
#Enter the new email address in the '''Please replace email address...''' text-box.
 +
#Click the '''Replace''' button.
  
11. Locate the desired member in the '''Choose Members''' list and click to select.
+
===='''<span style="color:#800080">Quarantine Tonight'''</span>====
 +
----
  
12. Click the '''>> arrow''' to display the record on the '''Selected Members''' list.
+
Select this option to speed up the quarantine process. Address will be quarantined tonight; use when you know the address is invalid and do not wish to wait for the upcoming date.
  
13. Click '''Continue'''.
+
On the '''Quarantined Invalid Email Report''' click the '''Quarantine Tonight''' link. A confirmation screen will display indicating that the email address was successfully updated and will be quarantined during the scheduled email cleanup task tonight. You will need to refresh the Quarantined Invalid Email Address report to see the updated Planned Quarantine Date on the address.
  
 +
==='''<span style="color:#800080">Manage Cover Letter Templates'''</span>===
 +
----
 +
Cover Letter Templates can be created to be included as the email sent along with your invoices. You may, for example, have a cover letter that is used when you initially send out your renewal invoices, and then a separate email template that is used when you send reminder invoices.
  
[[File:Communication.1.066.6.jpg]]
+
===='''<span style="color:#800080">View/Edit Cover Letter Templates'''</span>====
 +
----
  
'''FIGURE 9-15''' Selecting a record
+
To view/edit your cover letter templates:
  
14. All reps from the selected member will be added to the mailing list. If you desire to remove any of these reps from the list, complete steps #15-17 below.
+
#Click '''Setup''' in the left-hand navigation panel.
 +
#Click ''' Template Manager - Cover Letters''' in the '''Billing Section'''. The '''Layout Editor''' screen will, by default, display Invoice cover letters, but this screen can be used for updating cover letters for statements, credits, receipts and payments.
 +
#Select the cover letter that you wish to view and edit from the '''Loaded Cover Letter''' drop-down list.
 +
#:[[File:Cover Letters.JPG|600px|center]]
 +
#Use the Rich Text Editor functions to update the template.
 +
#To save the changes to an existing template, simply click '''Save'''. To save the cover letter as a new template, enter the '''Cover Letter name''' and click '''Save As'''.
 +
#If you wish to set this cover letter as your system default, click the '''Save as default''' check-box.
  
15. Click the column title '''Company Name''' to sort by company name.)
+
==Storing Documents - Cloud Drive==
 +
Store your documents in the Cloud Drive, a selection in the left-hand menu of your software<ref>'''Note: '''These document storage folders are only available for those with Plus edition or greater.
 +
</ref>, to access them anytime from any computer that has a connection to the internet and access to the database. 10 GB of storage space is available to you.
  
16. If desired, display all records by selecting '''All''' from the '''Display __ results per page'''. Find this selection in the information at the top of the roster.
+
Upload files<ref>File types allowed: jpg, jpeg, gif, png, svg, txt, pdf, odp, ods, odt, rtf, doc, docx, pub, xls, xlsx, ppt, pptx, ogv, mp4, webm, ogg, mp3, wav. up to 50 MB in size.</ref> to '''My Documents''' for your personal use or into '''Shared Documents''' to make them available for your entire staff.  
  
 +
*[[Emails_Letters_and_Mailing_Lists-Storing_a_personal_document_for_use_later|Storing a document for personal use later]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing a document to share with other staff|Storing a document to share with other staff]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing documents on a member’s record for archiving purposes|Storing documents on a member’s record for archiving purposes]]
 +
*[[Emails_Letters_and_Mailing_Lists-Storing files for members to access|Storing files for members to access]]
 +
*[[Storing_Images_Used_In_Emails|Storing images that are used in emails or wherever the editor is used]]
  
[[File:Communication.1.066.7.jpg]]
 
  
'''FIGURE 9-16''' Information at the top of the roster – All records displayed in order by business name
+
:Locate these two tabs by clicking '''Cloud Drive''' in the left-hand menu or by selecting the desired folder from the Common Tasks tab in the Dashboard module.
  
17. Scroll through your mailing list to find any that should be removed from those that were added. If a rep does not belong on the mailing list, click to select the check box at the end of the row of the desired rep to be removed.
 
  
18. Click '''Remove Selected Contacts''' at the bottom of the list.
+
::[[File:Communication.1.083.1.jpg]]
'''Note: '''Multiple reps may be removed at one time by selecting as many check boxes as desired and then click remove.
 
  
[[File:Communication.1.066.8.jpg]]
 
  
'''FIGURE 9-17''' Remove desired reps
+
::'''Figure:''' Document storage on the Cloud Drive
  
===Add new members to a mailing list immediately===
+
===Storing a personal document for use later===
Group membership must be maintained through manual selection or removal of names. To keep your initial mailing list up-to-date, you might consider adding new members to the appropriate mailing lists immediately after creating the new member record. Following is one example of how this might happen.
+
  <div style="margin-left: 18pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
1. Immediately after a new member has been added to the ChamberMaster database and with the new member record selected in the '''Members''' module, click the '''Reps''' tab.
+
      <tr valign="baseline">
 
+
        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
2. Ensure that all desired reps for this new member have been added. If not, add reps at this time by clicking '''Add a New Rep'''.
+
        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0HN0HA">Click </span><span style="font-weight: bold;">Cloud Drive</span> in the left-hand menu.</div></td>
 
+
      </tr>
3. Click the name of one of the reps in the '''List of Representatives''' area.
+
    </table>
 
+
  </div>
4. Scroll to the '''Group Participation''' area at the bottom of the screen and click '''Join a Group'''.
 
 
 
[[File:Communication.1.067.1.jpg]]
 
 
 
'''Figure 9-18''' Group Participation area
 
 
 
5. Click the desired group to join.
 
 
 
6. Click the double right arrow to move the desired group to the '''Selected Groups''' list box.
 
 
 
7. Click '''Continue'''.
 
 
 
[[File:Communication.1.067.3.jpg]]
 
 
 
'''Figure 9-19''' Join a group
 
 
 
8. If this representative should belong to more groups, complete steps 4-7 again until they belong to all desired groups.
 
 
 
9. If other representatives should belong to groups as well, perform steps 3-7 above and select the next desired representative.
 
 
 
===Remove representatives from a group manually===
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0PS0HA">Representatives are removed from groups manually or during the process of changing a member status to </span><span style="font-weight: bold;">Dropped/Inactive</span>.</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0OS0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand navigation bar.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0GN0HA">Click </span><span style="font-weight: bold;">My Documents</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FN0HA">[[Image:Emails_Letters_and_Mailing_Lists-Storing_a_personal_document_for_use_later-Communication.1.074.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0EN0HA">Figure 11-2b Sample </span><span style="font-weight: bold;">Cloud Drive</span> window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0NS0HA">Click the </span><span style="font-weight: bold;">Home</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DN0HA">(Optional) Click </span><span style="font-weight: bold;">New folder</span> to create a folder to organize your files or double-click on the desired folder.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,964: Line 2,188:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0MS0HA">Click the </span><span style="font-weight: bold;">Group Name</span> of the mailing list to be modified.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0CN0HA">Click </span><span style="font-weight: bold;">Browse</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0LS0HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0KS0HA">Figure 9-20</span></span> Select the desired group</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">4. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0JS0HA">Click the </span><span style="font-weight: bold;">Roster</span> tab.</div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0BN0HA">Locate the desired file to upload and click </span><span style="font-weight: bold;">Open</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 1,982: Line 2,204:
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">5. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0IS0HA">Click to select the check box at the end of the row of the desired rep to be removed.</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0AN0HA">Click </span><span style="font-weight: bold;">Upload</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0HS0HA">Finding a rep may be done multiple ways.  If the business name is known, sort the roster by Business Name as shown in Figure 9-25. </span></div>
 
  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt; margin-left: 18pt;"><span id="wwpID0E0GS0HA">If the individual rep name is known, sort the roster by Rep Last Name or use the magnifying glass [[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.2.jpg]] to search for rep by last name which displays when displaying a limited number of records on the page.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0FS0HA">[[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.3.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span style="font-size: 10pt; text-transform: uppercase;"><span id="wwpID0E0ES0HA">Figure 9-21</span></span> Remove a rep</div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">6. </div></td>
+
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">7. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E0DS0HA">Click [[Image:Emails_Letters_and_Mailing_Lists-Remove_representatives_from_a_group_manually-Communication.1.058.4.jpg]]</span></div></td>
+
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E06M0HA">The selected file will be uploaded into your document storage.</span></div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
</div>
+
  <div style="margin-left: 18pt;">
 
+
    <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
===Remove representatives from a group when dropping or suspending a member===
+
      <tr valign="baseline">
The selection to change a member status is found on the '''General''' tab of the member’s record in the '''Members''' module. Select '''Dropped/Inactive''' when clicking the '''Membership Status''' arrow in the '''Additional Information''' area.
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        <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">8. </div></td>
 
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        <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05M0HA">Access this document anytime by clicking </span><span style="font-weight: bold;">My Documents</span> in the <span style="font-weight: bold;">Cloud Drive</span> or on the <span style="font-weight: bold;">Common Tasks</span> tab in the <span style="font-weight: bold;">Dashboard</span>.</div></td>
1. When changing the status of a member to '''Dropped/Inactive''', the '''Member Drop Options''' screen will appear.
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      </tr>
In addition to the member status, each rep has a status of either '''Active''' or '''Inactive''' which is displayed for each rep on the '''Reps''' tab.
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    </table>
 
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  </div>
 
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  <div style="color: #5F497A; font-family: Calibri; font-size: 9pt; margin-bottom: 12pt;"><span id="wwpID0E04M0HA">Note: only available for those with Plus edition or greater.</span></div>
[[File:Communication.1.069.1.jpg]]
 
 
 
'''Figure 9-22''' Member Drop Options
 
 
 
2.Complete the '''Member Drop Options''' screen as desired. Note the '''Representatives''' area selections as detailed on Figure 9-23 below.
 
 
'''Rep Status'''
 
*Active status is appropriate for representatives of members that are currently active.
 
  
*Inactive status is appropriate for a rep who is no longer acting as a representative for the member. The rep’s information and history will be retained but there is a separate distinction given to them in reports and lists.
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===Storing a document to share with other staff===
 
 
*Deleting a rep should be limited to a rep that was created by mistake. History and all reference to this rep would be removed.
 
Group Status
 
 
 
*Disabled reps within a group are not visible in the group list on a regular basis and will not be included when selecting to contact these group members. Disabling a rep also preserves the history of their participation in this group.
 
 
 
*Deleting a rep from a group, removes all record of their participation in the group.
 
 
 
[[File:Communication.1.069.2.jpg]]
 
 
 
'''Figure 9-23''' Representative options
 
 
 
'''Note:''' Both active and inactive reps may be set as disabled in a group. Inactive reps, that are not disabled, are still included in emails sent to the group
 
 
 
'''Note:''' Representatives that have a status of inactive will NOT automatically be returned to active status if a member is reinstated. Individual reps must be returned to active status on the '''Reps''' tab.
 
 
 
3. Click '''Save & Exit'''.
 
 
 
===Disable a rep within a group===
 
At times it may be necessary to disable a rep within a group. These members are not visible on a regular basis and will not be included if you select to contact these group members. View them at anytime by clicking '''Show Disabled group members'''. The history of their participation in this group may be preserved this way.
 
 
 
#Click '''Groups''' in the left-hand menu.
 
#Click the '''Roster''' tab of the desired group
 
#Click to select the member or members that should be disabled.
 
#Click '''Disable Selected members'''.
 
 
 
'''Note:''' You can also view their group participation on the '''Reps''' tab of the member record. Make changes to the reps status from the Reps tab by clicking the Group name.
 
 
 
'''Note:''' Both active and inactive reps may be set as disabled. Inactive reps, that are not disabled, are still included in emails sent to the group.
 
 
 
 
 
<html>
 
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<param name="movie" value="http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/mp4h264player.swf" />
 
<param name="quality" value="high" />
 
<param name="bgcolor" value="#FFFFFF" />
 
<param name="flashVars" value="thumb=http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/FirstFrame.jpg&containerwidth=640&containerheight=480&analytics=UA-62452564-3&content=http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/c003.mp4&blurover=false" />
 
<param name="allowFullScreen" value="true" />
 
<param name="scale" value="showall" />
 
<param name="allowScriptAccess" value="always" />
 
<param name="base" value="http://content.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/" />
 
<iframe type="text/html" frameborder="0" scrolling="no" style="overflow:hidden;" src="http://www.screencast.com/users/micronet_training/folders/chambers/media/d8ec121a-ba11-47f2-a1c9-5e9caf260126/embed" height="480" width="640" ></iframe>
 
</object>
 
</html>
 
 
 
===Allow members to join group===
 
 
<div xmlns="http://www.w3.org/1999/xhtml">
 
<div xmlns="http://www.w3.org/1999/xhtml">
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt;"><span id="wwpID0E0CR0HA">Members may choose to join or remove themselves from groups that have been designated by Chamber staff.  When a member logs into the Member Information Center, they are able to select the desired groups.</span></div>
 
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 18pt; text-align: justify;"><span id="wwpID0E0BR0HA">[[Image:Emails_Letters_and_Mailing_Lists-Allow_members_to_join_group-Communication.1.061.1.jpg]]</span></div>
 
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0AR0HA">Figure 9-24 Member is able to select to belong to group</span></div>
 
  <div style="color: #5F497A; font-family: Cambria; font-size: 11pt; font-weight: bold; margin-left: 18pt;"><span id="wwpID0E06Q0HA">Designate Group as Member self-select</span></div>
 
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">1. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E05Q0HA">Click </span><span style="font-weight: bold;">Groups</span> in the left-hand menu.</div></td>
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         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E02M0HA">Click </span><span style="font-weight: bold;">Cloud Drive</span> in the left-hand menu.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
Line 2,082: Line 2,241:
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">2. </div></td>
         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E04Q0HA">Select the title of the desired Group.</span></div></td>
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         <td><div style="font-family: Calibri; font-size: 11pt;"><span id="wwpID0E01M0HA">Click </span><span style="font-weight: bold;">Shared Documents</span>.</div></td>
 
       </tr>
 
       </tr>
 
     </table>
 
     </table>
 
   </div>
 
   </div>
 +
  <div style="font-family: Calibri; font-size: 11pt; margin-bottom: 12pt; margin-left: 36pt; text-align: justify;"><span id="wwpID0E0ZM0HA">[[Image:Emails_Letters_and_Mailing_Lists-Storing_a_document_to_share_with_other_staff-Communication.1.075.1.jpg]]</span></div>
 +
  <div style="font-family: Calibri; font-size: 10pt; margin-bottom: 12pt; margin-left: 54pt; text-align: justify;"><span id="wwpID0E0YM0HA">Figure 11-2c Sample </span><span style="font-weight: bold;">Cloud Drive</span> window</div>
 
   <div style="margin-left: 18pt;">
 
   <div style="margin-left: 18pt;">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
     <table border="0" cellspacing="0" cellpadding="0" width="99%" summary="">
 
       <tr valign="baseline">
 
       <tr valign="baseline">
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>
 
         <td style="width: 18pt"><div style="font-family: Calibri; font-size: 11pt;">3. </div></td>